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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-21 |
| AZ | RA | APPROVED | 2021-03-26 |
| CA | RA | APPROVED | 2021-03-10 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
6263 N. Scottsdale Road Ste 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 |
|---|---|---|---|---|
| Balboa Wealth Partners, Inc. | Newport Beach | CA | 03/2021 | Present |
| First Financial Equity Corporation | Scottsdale | AZ | 05/1999 | 03/2021 |
1)DBA 155 PRIVATE WEALTH MANAGEMENT, SAME AS WORK ADDRESS, INVESTMENT ADVISORY, FEES & COMMISSIONS. 2) LICENSED INSURANCE AGENT; NOT-INVESTMENT RELATED; SAME AS REPORTED BUSINESS LOCATION; INSURANCE SALES; IMPLMENTATION OF INSURANCE RECOMMENDATIONS; APPROX LESS THAN 1% OF TIME PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-04 |
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