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Balboa Wealth Partners, Inc. CRD 282329
$1.07B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-19 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Scottsdale, AZ • United States
3 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 01/2011 | 08/2017 |
| Morgan Stanley | Scottsdale | AZ | 08/2017 | 02/2018 |
| Unemployed | Scottsdale | AZ | 02/2018 | 01/2019 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 01/2019 | 07/2020 |
| Lpl Financial Llc | Scottsdale | AZ | 08/2020 | 10/2024 |
| Balboa Wealth Partners, Inc. D/B/A Gateway Capital Management | Scottsdale | AZ | 10/2024 | Present |
| Fbl Wealth Management, Llc | West Des Moines | IA | 01/2019 | 07/2020 |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-21 |
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