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74710 Highway 111 Ste 102, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-06-06 |
Branch Locations
74710 Highway 111 Ste 102, Palm Desert, CA 92260 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2013 | 12/2016 |
| Boracchia Wiviott Wealth Partners Llc | Palm Desert | CA | 03/2017 | Present |
Marc has another business called Villa Rejuvenation LLC; the business is not investment-related; the address of the business is 74-710 Highway 111, Suite 102, Palm Desert CA 92260; the nature of the business is real estate interior design; Marc's position is as Owner/Operator; it has a relationship with another business Wealth Partners Real Estate which Marc is a partial owner of as a Managing Member; the start date of the business is 01/2025; approximate number of hours worked monthly at the business is 100 hours; number of hours devoted during securities trading is 4 hours; duties are to coordinate contractors to interior remodels and designs of real estate properties. Marc is also a Managing Member of a Company called Wealth Partners Real Estate; this is not an investment-related company; the address of the business is 74-710 Highway 111, Suite 102, Palm Desert CA 92260; the nature of the company is to help client s with the purchase and sales of real estate properties; the start date of the company was 08/2024; approximate number of hours worked per month is 20-30; number of hours devoted during trading hours is 2; duties are speaking to prospective buyers/sellers on the phone and trying to get them to become clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-30 |
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