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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-02-24 |
| CA | RA | APPROVED | 2016-02-01 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balboa Wealth Partners, Inc. | Newport Beach | CA | 12/2015 | Present |
| Arete Wealth Management Llc | Chicago | IL | 06/2016 | 12/2016 |
| Arete Wealth Advisors Llc | Chicago | IL | 06/2016 | 12/2016 |
| Niagara International Capital Limited | San Diego | CA | 01/2018 | 06/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 06/2018 | Present |
Balboa Wealth Partners Inc.: Investment Related. 140 Newport Center, Suite 200, Newport Beach, CA 92660; 160 hrs per month; 80 hours during trading hrs; Start Date 12/15/2015; CASEC Registered RIA; Founder, Owner, CEO, CCO. Duties: Principal of firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-28 |
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