Best Investors
Account
Sign in
Best Investors
Account
Sign in
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-21 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 04/2023 |
| Sun Valley Solar Solutions | Chandler | AZ | 02/2014 | 12/2016 |
| Balboa Wealth Partners, Inc. | Scottsdale | AZ | 05/2023 | Present |
1) LICENSED INSURANCE AGENT; NOT-INVESTMENT RELATED; SAME AS REPORTED BUSINESS LOCATION; INSURANCE SALES; IMPLMENTATION OF INSURANCE RECOMMENDATIONS; APPROX LESS THAN 5% OF TIME PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-18 |
Reach out to this advisor