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Patrick James Brazell

Balboa Wealth Partners, Inc.

Scottsdale, AZ

Encinitas, CA

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Current Employers
Balboa Wealth Partners, Inc.

6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-03
  • CA RA
    APPROVED
    Since 2024-06-03

Branch Locations

6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States

171 Saxony Rd Suite 102, Encinitas, CA 92024 • 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
Balboa Wealth Partners, Inc. Encinitas CA 05/2021 Present
Seafood Central Los Angeles CA 08/2014 06/2020
East Los Angeles College Monterey Park CA 06/2020 05/2021
  • 05/2021 → Present
    Balboa Wealth Partners, Inc.
    Encinitas, CA
  • 08/2014 → 06/2020
    Seafood Central
    Los Angeles, CA
  • 06/2020 → 05/2021
    East Los Angeles College
    Monterey Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-01
  • S65 Uniform Investment Adviser Law Examination
    2024-06-01
Other Names
  • Pat Brazil

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
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PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
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