Joshua C. Bliss

BALBOA WEALTH PARTNERS

Scottsdale, AZ

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CRD#: 4875381

Professional summary

Joshua Christopher Bliss, who also goes by Joshua Bliss, is a registered financial advisor currently at BALBOA WEALTH PARTNERS, INC. located in Scottsdale, Arizona.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joshua has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Bliss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Christopher Bliss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 19, 2024 - Present

BALBOA WEALTH PARTNERS, INC.

RIA

CRD#: 282329

Scottsdale, AZ

Past

August 14, 2020 - October 10, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

SCOTTSDALE, AZ

Past

August 13, 2020 - October 10, 2024

LPL FINANCIAL LLC

CRD#: 6413

SCOTTSDALE, AZ

Past

January 17, 2019 - July 28, 2020

FBL WEALTH MANAGEMENT, LLC

RIA

CRD#: 291396

West Des Moines, IA

Past

January 16, 2019 - July 28, 2020

FBL MARKETING SERVICES, LLC

CRD#: 5309

Scottsdale, AZ

Past

September 18, 2017 - February 28, 2018

MORGAN STANLEY

RIA

CRD#: 149777

SCOTTSDALE, AZ

Past

August 24, 2017 - February 28, 2018

MORGAN STANLEY

CRD#: 149777

SCOTTSDALE, AZ

Past

January 3, 2011 - August 30, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SCOTTSDALE, AZ

Past

January 3, 2011 - August 30, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SCOTTSDALE, AZ

Past

April 2, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SCOTTSDALE, AZ

Past

March 24, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SCOTTSDALE, AZ

Past

October 10, 2006 - March 31, 2008

HARRISDIRECT LLC

RIA

CRD#: 42159

ARLINGTON, VA

Past

April 5, 2006 - March 31, 2008

E*TRADE SECURITIES LLC

CRD#: 29106

SCOTTSDALE, AZ

Past

January 24, 2005 - March 30, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHOENIX, AZ

Past

January 1, 2005 - March 30, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALBOA WEALTH PARTNERS, INC.

CRD#: 282329 / SEC#: 801-107029

RIA

Registered Investment Advisory firm - (12/11/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/21/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2004

General Securities Representative Examination

Current Firm

BALBOA WEALTH PARTNERS, INC.

CRD#: 282329 / SEC#: 801-107029

RIA

Registered Investment Advisory firm - (12/11/2015 Approved)

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Contact information

Main Address

6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250

Mailing Address

Phone number

(949) 445-1465

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APP 1 - WRAP FEE BROCHURE (7/18/2025)

FORM ADV PART 2A (7/18/2025)

Regulatory assets under management

Total Number of Accounts	2,068
AUM (Assets Under Management)	$ 804,833,455

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joshua C. Bliss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Christopher Bliss's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FBL WEALTH MANAGEMENT, LLC

FBL MARKETING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BALBOA WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/21/2005

SIE

Date: 2/28/2018

Series 7

Date: 12/29/2004

Current Firm

BALBOA WEALTH PARTNERS, INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALBOA WEALTH PARTNERS, INC.

TRUST BUT VERIFY

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