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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-27 |
Branch Locations
1400 Newport Center Drive Suite 290, Newport Beach, CA 92660 • United States
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 | 02/2017 | 03/2025 |
| Chicago Dance Llc | Chicago | IL | 12/1999 | 01/2017 |
| Balboa Wealth Partners, Inc. | Newport Beach | CA | 03/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) John Day Sole Proprietorship; Not investment-related; Santa Ana, CA 92707; Self-Employed; Occasional dance coaching and judging of dance competitions; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-14 |
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