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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2024-08-21 |
Branch Locations
9404 Genesee Avenue Suite 340, La Jolla, CA 92037 • United States
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Fsa Integrated, Llc | La Jolla | CA | 03/2005 | Present |
| Centaurus Financial, Inc | Anaheim | CA | 03/2010 | 11/2016 |
| Balboa Wealth Partners, Inc. | Newport Beach | CA | 11/2016 | Present |
| Willow Cove Investment Group | Winneconne | WI | 04/2020 | Present |
ESTATE PLANNING -AGENT, MICHAEL FRAGER, CHFC, CLU - 9404 GENESEE AVE. #330 LA JOLLA, CA 92037 NON-INVESTMENT RELATED SINCE 07/1982 AND I SPEND APPROX. 35 HOURS PER MONTH ON THIS ACTIVITY. FINANCIAL PLANS & INSURANCE SALES. TAX PREPARER, MICHAEL FRAGER, EA- SAME ADDRESS AS ABOVE -NON-NVESTMENT RELATED SINCE AND 4/2013 I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. PREPARE TAX RETURNS. MANAGING MEMBER, FSA INTEGRATED LLC -9404 GENESEE AVE., #330, LA JOLLA, CA 92037. NON-INVESTMENT RELATED SINCE 01/2012. FOR DBA BRANDING PURPOSES ONLY. Balboa Wealth Partners - RIA -Investment Related. 140 Newport Center Dr. #200 Newport Beach, CA 92660 - Investment Advisor - Since 1/2016 25-30 hours per month. Gather & Manage Assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-02 |
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