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Joseph Anthony O'BOyle

O'BOyle Wealth Management, Inc.

Beverly Hills, CA

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Current Employers
O'BOyle Wealth Management, Inc.

9701 Wilshire Boulevard 10Th Floor, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-09
TX RA APPROVED 2018-05-09
  • CA RA
    APPROVED
    Since 2018-05-09
  • TX RA
    APPROVED
    Since 2018-05-09

Branch Locations

9701 Wilshire Blvd 10Th Floor, Beverly Hills, CA 90212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
O`BOyle Wealth Management, Inc. Beverly Hills CA 02/2013 Present
Voya Financial Advisors Beverly Hills CA 09/2014 05/2018
  • 02/2013 → Present
    O`BOyle Wealth Management, Inc.
    Beverly Hills, CA
  • 09/2014 → 05/2018
    Voya Financial Advisors
    Beverly Hills, CA
Previous Registrations
Other Businesses

NAME OF ENTITY:Joe O'Boyle; Yes; 7313 EARLDON AV; PLAYA DEL RAY; CA; 90293; Sales of Life, Health & disability; Sales Agent; 2/11/2009; 40; 40; Sales Agent|NAME OF ENTITY:O`BOYLE WEALTH MANAGEMENT, INC.; Yes; 9701 WILSHIRE BLVD STE 1000; BEVERLY HILLS; CA; 90212; Insurance & Investments; President/Owner; 2/20/2013; 160; 160; Sales and service of insurance and investments.|NAME OF ENTITY:Independent Insurance Agent; Yes; 10170 CULVER BLVD #102; CULVERCITY; CA; 90232; Fixed Insurance; Independent Insurance Agent; 2/24/2009; 160; 160; Sales of Fixed Insurance Products|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-25
S63 Uniform Securities Agent State Law Examination 2003-02-14
  • S66 Uniform Combined State Law Examination
    2003-09-25
  • S63 Uniform Securities Agent State Law Examination
    2003-02-14
Designations
Other Names
  • Joe O'BOyle

View on SEC IAPD

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