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RIA / WealthAdvisor34 years in industry

EUGENE FRANCIS BALERNA

Advisor at THE BEDMINSTER GROUP

BLUFFTON, SC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 24, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE BEDMINSTER GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 23, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 23, 1992
First registration: Oct 24, 1999
Dual registered: no
Other names: GENE FRANCIS BALERNA|GENE BALERNA
IAPD individual key: 2239066

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE BEDMINSTER GROUP	Independent wealth	Jan 1, 2025	n/a	yes	BLUFFTON, SC	Current employment
OAK ADVISORS, LLC	Independent wealth	Sep 20, 2016	Jul 31, 2017	no	BLUFFTON, SC	Previous registration
DIVIDEND ASSETS CAPITAL, LLC	Independent wealth	Mar 25, 2015	Sep 14, 2016	no	RIDGELAND, SC	Previous registration
ALPHA INVESTMENT ADVISORS, INC.	Former SEC adviser	Apr 4, 2006	Mar 16, 2015	no	WALPOLE, MA	Previous registration
THE DANFORTH ASSOCIATES, INC	Former SEC adviser	Mar 16, 2005	Mar 15, 2006	no	WELLESLEY, MA	Previous registration
ALPHA INVESTMENT ADVISORS, INC.	Former SEC adviser	Oct 24, 1999	Oct 18, 2005	no	NORTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OAK ADVISORS, LLC	THE BEDMINSTER GROUP	Jul 31, 2017	Jan 1, 2025	2,711	Firm change after gap	Other
DIVIDEND ASSETS CAPITAL, LLC	OAK ADVISORS, LLC	Sep 14, 2016	Sep 20, 2016	6	Firm change	Other
ALPHA INVESTMENT ADVISORS, INC.	DIVIDEND ASSETS CAPITAL, LLC	Mar 16, 2015	Mar 25, 2015	9	Firm change	Other
THE DANFORTH ASSOCIATES, INC	ALPHA INVESTMENT ADVISORS, INC.	Mar 15, 2006	Apr 4, 2006	20	Firm change	Other
ALPHA INVESTMENT ADVISORS, INC.	THE DANFORTH ASSOCIATES, INC	Oct 18, 2005	Mar 16, 2005	-216	Firm change after gap	Other

Relationships

Registered with (5)

→ THE BEDMINSTER GROUPRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ OAK ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 20, 2016 to Jul 31, 2017factForm ADV
→ DIVIDEND ASSETS CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 25, 2015 to Sep 14, 2016factForm ADV
→ ALPHA INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Apr 4, 2006 to Mar 16, 2015factForm ADV
→ THE DANFORTH ASSOCIATES, INCRegistered adviserregistration: previous registration
Mar 16, 2005 to Mar 15, 2006factForm ADV

Dated events

No dated event names this entity yet.