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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 | 2022-02-10 |
| CA | RA | APPROVED | 2022-02-10 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
6263 N. Scottsdale Road Ste 265, Scottsdale, AZ 85250 • United States
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 |
|---|---|---|---|---|
| First Financial Equity Corporation | Scottsdale | AZ | 10/2010 | 02/2022 |
| Balboa Wealth Partners Inc. | Scottsdale | AZ | 02/2022 | Present |
1) LICENSED INSURANCE AGENT; NOT-INVESTMENT RELATED; SAME AS REPORTED BUSINESS LOCATION; INSURANCE SALES; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS; APPROX 1 HOUR PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-21 |
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