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Balboa Wealth Partners, Inc. CRD 282329
$1.07B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-21 |
| AZ | RA | APPROVED | 2023-05-16 |
| CA | RA | APPROVED | 2016-09-06 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
130 E Aero Drive Suite B, Payson, AZ 85541 • United States
1 disclosure category 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. Dba Rim Country Wealth Advisors | Newport Beach | CA | 08/2016 | Present |
1) Licensed Insurance Agent; Not-Investment Related; Same as reported business location; Insurance sales; implementation of insurance recommendations; Approx. 10% of time per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-25 |
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