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Advisor at BALEFIRE, LLC
Ridgeland, MS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BALEFIRE, LLC | Independent wealth | Jan 14, 2026 | n/a | yes | Ridgeland, MS | Current employment |
| CSENGE ADVISORY GROUP, LLC | Independent wealth | Mar 17, 2022 | Dec 4, 2025 | no | MADISON, MS|CLEARWATER, FL | Previous registration |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | Independent wealth | Apr 15, 2020 | Mar 14, 2022 | no | MOBILE, AL|NEW ORLEANS, LA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Dec 11, 2017 | Apr 13, 2020 | no | RIDGELAND, MS | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 28, 2015 | Sep 12, 2017 | no | Mountain Brook, AL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 27, 2012 | Sep 10, 2015 | no | JACKSONVILLE, FL|BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CSENGE ADVISORY GROUP, LLC | BALEFIRE, LLC | Dec 4, 2025 | Jan 14, 2026 | 41 | Firm change | RIA to RIA |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | CSENGE ADVISORY GROUP, LLC | Mar 14, 2022 | Mar 17, 2022 | 3 | Firm change | Ibd to RIA |
| CETERA INVESTMENT ADVISERS LLC | HANCOCK WHITNEY INVESTMENT SERVICES INC. | Apr 13, 2020 | Apr 15, 2020 | 2 | Firm change | Ibd to ibd |
| CHARLES SCHWAB & CO., INC. | CETERA INVESTMENT ADVISERS LLC | Sep 12, 2017 | Dec 11, 2017 | 90 | Firm change | Other |
| STRATEGIC ADVISERS LLC | CHARLES SCHWAB & CO., INC. | Sep 10, 2015 | Sep 28, 2015 | 18 | Firm change | Ibd to ibd |