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Richard Allen Balance

Innovative Wealth Partners, LLC

Palm Desert, CA

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Current Employers
Innovative Wealth Partners, Llc

Palm Desert, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-10-06
  • CA RA
    APPROVED
    Since 2014-10-06

Branch Locations

Palm Desert, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Innovative Wealth Partners, Llc Palm Desert CA 08/2008 Present
Innovative Wealth Partners, Llc Indian Wells CA 01/2019 Present
Innovative Wealth Partners, Llc Indian Wells CA 01/2019 Present
Other Businesses

RICHARD A. BALANCE is a Licensed Life Insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-13
  • S65 Uniform Investment Adviser Law Examination
    2013-07-13

View on SEC IAPD

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