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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-08 |
Branch Locations
444 West Ocean Blvd 1400, Long Beach, CA 90802 • United States
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2015 | 04/2024 |
| Balboa Wealth Partners, Inc. | Long Beach | CA | 05/2024 | Present |
1) Long beach Area Chamber of Commerce Long Beach, CA Start date: 12/31/2018 Member Connect business owners and the city to help raise awareness of services provided within the City of Long Beach. 2) The Salvation Army Long Beach, CA Start date: 6/6/2019 Advisory Board Member Hours per week: 0 Hours during trading: 0 Advise board on fundraising practices and volunteer my time to help promote community needs. Also voted Secretary of Executive Committee, now Chairman Elect. 3) Long Beach City College Foundation Start Date: 7/1/2022 Board Member Hours per week: 1 Hours during trading: 0 Help raise funds and community awareness in order to strengthen relations within the city to benefit students attending. 4) St. Mary's Medical Center, Long Beach Start Date: 7/1/2020 Hours per week: 1 Hours during trading: 0 Ensure hospital is adhering to policies and procedures in order to continue optimal service for patients. 5) Licensed Insurance Agent; Not investment-related; 444 West Ocean Blvd, 1400, Long Beach, CA, USA, 90802; Insurance Sales; Implementations of insurance recommendations; Time Spent per Month: approximately 10%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-17 |
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