Gary A. Balunas

UNLIMITED TIMING SERVICE

Creedmoor, NC

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CRD#: 855228

Professional summary

Gary Alan Balunas, who also goes by Gary Alan Simmons, is a registered financial advisor currently at UNLIMITED TIMING SERVICE INC located in Creedmoor, North Carolina.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Gary has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Alan Simmons

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Registered as insurance agent in Florida

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Alan Balunas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 30, 2017 - Present

UNLIMITED TIMING SERVICE INC

RIA

CRD#: 107770

Creedmoor, NC

Past

September 25, 2003 - November 15, 2016

UNLIMITED TIMING SERVICE INC

RIA

CRD#: 107770

CREEDMOOR, NC

Past

April 23, 2003 - October 13, 2009

APW CAPITAL, INC.

CRD#: 43814

CREEDMOOR, NC

Past

January 6, 2003 - April 24, 2003

ASHTON THOMAS SECURITIES, LLC

CRD#: 16629

ROCHESTER, NY

Past

April 9, 1999 - October 1, 2002

UNLIMITED TIMING SERVICE INC

RIA

CRD#: 107770

CARY, NC

Past

August 23, 1994 - December 31, 2002

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

February 6, 1990 - August 12, 1994

MONETA SECURITIES CORPORATION

CRD#: 18193

HAYMARKET, VA

Past

September 14, 1988 - December 21, 1989

GREAT LAKES EQUITIES CO.

CRD#: 16175

Past

January 31, 1982 - December 14, 1988

AMERICAN DIVERSIFIED DISTRIBUTORS CORP.

CRD#: 10245

Past

August 18, 1980 - December 7, 1981

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

Past

July 27, 1978 - August 25, 1980

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/30/2017)

IAR

New York
(10/7/2021)

IAR

North Carolina
(6/10/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/18/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/9/1995

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 7/21/1978

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/15/1995

General Securities Principal Examination

Current Firm

UNLIMITED TIMING SERVICE INC

UNLIMITED TIMING SERVICE INC | UNLIMITED TIMING SERVICE, INC.

CRD#: 107770 / SEC#: 801-56368

RIA

Registered Investment Advisory firm - (10/1/2002 Terminated)

Connecticut

Registered Investment Advisory firm - (11/15/2016 Terminated)

Florida

Registered Investment Advisory firm - (11/30/2017 Approved)

New York

Registered Investment Advisory firm - (9/25/2002 Approved)

North Carolina

Registered Investment Advisory firm - (9/19/2002 Approved)

Texas

Registered Investment Advisory firm - (10/5/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Creedmoor, NC

Mailing Address

Phone number

(919) 271-0267

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 6,884,166

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Gary A. Balunas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Alan Balunas's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNLIMITED TIMING SERVICE INC

APW CAPITAL, INC.

ASHTON THOMAS SECURITIES, LLC

UNLIMITED TIMING SERVICE INC

CADARET, GRANT & CO., INC.

MONETA SECURITIES CORPORATION

GREAT LAKES EQUITIES CO.

AMERICAN DIVERSIFIED DISTRIBUTORS CORP.

ADVANTAGE CAPITAL CORPORATION

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/1999

Series 63

Date: 2/9/1995

Series 7

Date: 3/9/1995

Series 1

Date: 7/21/1978

Series 24

Date: 3/15/1995

Current Firm

UNLIMITED TIMING SERVICE INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

UNLIMITED TIMING SERVICE INC

TRUST BUT VERIFY

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