Noah C. Intara

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CRD#: 5399192

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Noah Clemence Intara, who also goes by Noah Clemence Intara, Noah Intara Zim, was a registered financial professional .

Noah is a previously registered financial professional and started their career in finance in 2007. Noah had worked at 4 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Noah Clemence Intara | Noah Intara Zim

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 4, 2023 - January 28, 2025

S.B. VALUE PARTNERS, L.P.

RIA

CRD#: 139162

Bozeman, MT

Past

September 4, 2012 - September 30, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

PETALUMA, CA

Past

August 31, 2012 - September 30, 2014

LPL FINANCIAL LLC

CRD#: 6413

PETALUMA, CA

Past

September 3, 2008 - September 4, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN RAFAEL, CA

Past

September 3, 2008 - September 4, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAN RAFAEL, CA

Past

October 25, 2007 - July 18, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SAN RAFAEL, CA

Past

October 2, 2007 - July 18, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

SAN RAFAEL, CA

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".

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 12/30/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/19/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 11/1/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/1/2007

General Securities Representative Examination

Current Firm

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

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Contact information

Main Address

1903 San Pedro Avenue, San Antonio, TX 78212

Mailing Address

Po Box 15159, San Antonio, TX 78212

Phone number

(844) 728-2583

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SB VALUE PARTNERS BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 5,003,057,444

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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Firm Stability Insights

Noah C. Intara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

S.B. VALUE PARTNERS, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2022

Series 66

Date: 10/19/2007

Series 31

Date: 11/1/2007

Series 7

Date: 10/1/2007

Current Firm

S.B. VALUE PARTNERS, L.P.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

S.B. VALUE PARTNERS, L.P.

TRUST BUT VERIFY

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