DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kirk Mitchell Balin

LPL Financial LLCBD affiliatedSeattle, Wadual registrantIAPD 4590715

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Kirk M Balin

At current firm

0 y

since Feb 6, 2026

In the industry

23 y

since Dec 19, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Feb 6, 2026 · Seattle, Wa
Gateway Wealth Partners, LLC independent RIA
Sep 8, 2025 to Feb 6, 2026 · Bellevue, Wa
Householder Group Estate & Retirement Specialists former
Dec 11, 2013 to Sep 11, 2025 · Seattle, Wa
Householder Group Financial Advisors, LLC former
Oct 6, 2009 to Dec 9, 2013 · Bellevue, Wa
Householder Group, Estate & Retirement Specialists unclassified
May 26, 2005 to Oct 6, 2009 · Bellevue, Wa
Collier unclassified
Jan 27, 2004 to Nov 29, 2005 · Bothell, Wa

Moves

a registration end followed by a registration begin elsewhere

Gateway Wealth Partners, LLC to LPL Financial LLC
left Feb 6, 2026, registered Feb 6, 2026 (0 days) · RIA to affiliated broker-dealer or bank
Householder Group Estate & Retirement Specialists to Gateway Wealth Partners, LLC
left Sep 11, 2025, registered Sep 8, 2025 (-3 days) · RIA to RIA
Householder Group Financial Advisors, LLC to Householder Group Estate & Retirement Specialists
left Dec 9, 2013, registered Dec 11, 2013 (2 days) · Other
Householder Group, Estate & Retirement Specialists to Householder Group Financial Advisors, LLC
left Oct 6, 2009, registered Oct 6, 2009 (0 days) · Other
Collier to Householder Group, Estate & Retirement Specialists
left Nov 29, 2005, registered May 26, 2005 (-187 days) · Other

Signals

Kirk Mitchell Balin left Gateway Wealth Partners, Llc for Lpl Financial Llc (registered 2026-02-06)
Feb 6, 2026 · Advisor changed firm · fact
Kirk Mitchell Balin left Householder Group Estate & Retirement Specialists for Gateway Wealth Partners, Llc (registered 2025-09-08)
Sep 11, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address