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Lesa Renee Skarlot

Balboa Wealth Partners, Inc.

Scottsdale, AZ

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Current Employers
Balboa Wealth Partners, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-14
  • AZ RA
    APPROVED
    Since 2025-10-14

Branch Locations

6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • 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
First Financial Equity Corporation Scottsdale AZ 08/2003 04/2022
Dynamic Capital Investments, Llc Phoenix AZ 02/2023 10/2024
Foundations Investment Advisors Phoenix AZ 04/2022 02/2023
Balboa Wealth Partners, Inc. Scottsdale AZ 11/2024 Present
  • 08/2003 → 04/2022
    First Financial Equity Corporation
    Scottsdale, AZ
  • 02/2023 → 10/2024
    Dynamic Capital Investments, Llc
    Phoenix, AZ
  • 04/2022 → 02/2023
    Foundations Investment Advisors
    Phoenix, AZ
  • 11/2024 → Present
    Balboa Wealth Partners, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
S63 Uniform Securities Agent State Law Examination 1992-03-03
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13
  • S63 Uniform Securities Agent State Law Examination
    1992-03-03
Other Names
  • Lesa Rene Lewis
  • Lesa Renee Richardson

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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