Best Investors Account Sign in
Inactive

Marc Alexander Boracchia

Boracchia Wiviott Wealth Partners LLC

Palm Desert, CA

Claim This Profile
Current Employers
Boracchia Wiviott Wealth Partners Llc

74710 Highway 111 Ste 102, Palm Desert, CA 92260 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-06-06
  • CA RA
    APPROVED
    Since 2017-06-06

Branch Locations

74710 Highway 111 Ste 102, Palm Desert, CA 92260 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2013 12/2016
Boracchia Wiviott Wealth Partners Llc Palm Desert CA 03/2017 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-02
S63 Uniform Securities Agent State Law Examination 2014-12-30
  • S65 Uniform Investment Adviser Law Examination
    2017-06-02
  • S63 Uniform Securities Agent State Law Examination
    2014-12-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Palm Desert, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor