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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-08 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
1400 Newport Center Drive Suite 290, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Chase Bank | Irvine | CA | 11/2012 | 01/2017 |
| Axa Advisors, Llc | New York | NY | 02/2017 | 01/2018 |
| Bancwest Investment Services, Inc. | Irvine | CA | 01/2018 | 04/2019 |
| Citi Personal Wealth Management | Irvine | CA | 04/2019 | 06/2025 |
| Balboa Wealth Partners, Inc. | Newport Beach | CA | 10/2025 | Present |
| Unemployed | N/A | XX | 07/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-15 |
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