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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-08 |
Branch Locations
1400 Newport Center Drive Suite 290, Newport Beach, CA 92660 • United States
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tokyo | 06/2016 | 12/2017 | |
| Balboa Wealth Partners, Inc. | Newport Beach | CA | 01/2017 | Present |
1. Name of the other business: McLaren Strategic Ventures Holdings Group; Investment-Related: Yes; Address of the other business: 2600 Michelson Dr Ste 1700, , Irvine, CA. 92612; Nature of the other business: SPAC/Technology Solutioning Business; Position: President/CFO; Start Date: 11/1/2021; Time spent per month: 105 hours; Duties of the position: Pursuit of acquisition targets, CFO, guide strategy/budgeting, serve on various subsidiary boards 2. Name of the other business: Season Two Ventures; Investment-Related: Yes; Address of the other business: 26501 Silver Saddle Ln, Laguna Hills, CA. 92653; Nature of the other business: Venture Capital; Position: Partner; Start Date: 9/1/2019; Time spent per month: 20 hours; Duties of the position: Investment Partner in venture deals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-08 |
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