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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-30 |
Branch Locations
1400 Newport Center Drive Suite 290, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Emeryville | CA | 05/2015 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 04/2022 | 03/2026 |
| Balboa Wealth Partners, Inc. | Newport Beach | CA | 04/2026 | Present |
1) Licensed insurance agent; Not investment-related; Newport Beach, CA, 92660; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-11 |
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