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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-14 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • 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 |
|---|---|---|---|---|
| Cetera Advisors, Llc | Scottsdale | AZ | 07/2014 | 05/2019 |
| Clout Inc. Advisors | Tucson | AZ | 06/2019 | 05/2020 |
| Retirement Consultants, Inc. | Tucson | AZ | 09/2019 | Present |
| Balboa Wealth Partners, Inc. | Tuscon | AZ | 11/2025 | Present |
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) On a temporary and transitional basis, Mr. Santoro will be dually registered as an investment advisor representative with Retirement Consultants, Inc. ("Retirement Consultants") and Balboa Wealth Partners, Inc. ("Balboa"). Retirement Consultants and Balboa are not affiliated entities. Following the transition of clients, this dual affiliation will cease.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-17 |
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