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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
9404 Genesee Suite 340, La Jolla, CA 92037 • United States
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Niagara International Capital Limited | Clarence | NY | 02/2015 | 06/2018 |
| Cappello Global Llc | Santa Moncia | CA | 02/2015 | 11/2016 |
| Chalice Capital Partners, Llc | San Diego | CA | 06/2018 | 01/2019 |
| Willow Cove Investment Group, Inc. | Winneconne | WI | 07/2020 | Present |
| Balboa Wealth Partners | Newport Beach | CA | 05/2022 | Present |
| Freelance Writer/Tennis Pro | La Jolla | CA | 01/2019 | 07/2020 |
| Calidi Biotherapeutics Inc. | La Jolla | CA | 09/2021 | 11/2025 |
Rodolfo Rodriguez is dually registered as an Investment Advisor Representative with Balboa Wealth Partners, Inc. ("Balboa" - since 05/2022) and as a Registered Representative with Willow Cove Investment Group, Inc. ("Willow Cove" - since 07/2020). Business is conducted from 7235 Calabria Court, #97, San Diego, CA 92122. Approximately 90% of Rodriguez's time is for services as a Registered Representative of Willow Cove and 10% as an Investment Advisor Representative of Balboa.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-09 |
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