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26632 Towne Centre Dr Suite 300, Foothill Ranch, CA 92610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED_RES | 2022-03-01 |
| CA | RA | APPROVED | 2014-03-05 |
Branch Locations
26632 Towne Centre Dr Suite 300, Foothill Ranch, CA 92610 • United States
20715 N. Pima Rd. #108, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-29 |
| TX | RA | APPROVED_RES | 2023-09-07 |
| AZ | RA | APPROVED | 2023-07-21 |
Branch Locations
20715 N. Pima Rd. #108, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balanced Wealth Management | Foothill Ranch | CA | 09/2011 | Present |
| Balanced Wealth Solutions Insurance Agency Inc | Foothill Ranch | CA | 10/2009 | 04/2023 |
| Mortgage Team Inc | Foothill Ranch | CA | 04/1990 | 12/2023 |
| Balanced Wealth, Inc. | Scottsdale | AZ | 09/2022 | Present |
| Balanced Wealth, Inc. | Scottsdale | AZ | 12/2022 | Present |
1. INDEPENDENT INSURANCE AGENT -INVESTMENT - RELATED -26632 TOWNE CENTRE DR, STE 300 FOOTHILL RANCH, CA 92610 -INSURANCE AGENT -POSITION: PRESIDENT -DATES: 2009 - PRESENT -HOURS PER MONTH: 80 HOURS -DUTIES: INSURANCE SERVICES 2. BALANCED WEALTH MANAGEMENT -INVESTMENT-RELATED -FOOTHILL RANCH, CA -INVESTMENT ADVISORY FIRM -INVESTMENT ADVISER REPRESENTATIVE & SOLE PROPRIETOR -SEPTEMBER 2011 -40 HRS PER MONTH DURING TRADING 3. BALANCED WEALTH, INC. -INVESTMENT-RELATED -SCOTTSDALE, AZ -INVESTMENT ADVISORY FIRM -INVESTMENT ADVISER REPRESENTATIVE & PRESIDENT -SEPTEMBER 2022 -15 HRS PER MONTH DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-11 |
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