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RIA / WealthAdvisor21 years in industry

Joshua Christopher Bliss

Advisor at BALBOA WEALTH PARTNERS, INC.

SCOTTSDALE, AZ | Scottsdale, AZ

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Search this name across graphsid dfx:ria:3968e3e0-bb9e-1415-09a1-e9a815a95994

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BALBOA WEALTH PARTNERS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 21, 2005
First registration: Jan 24, 2005
Dual registered: no
Other names: JOSHUA BLISS
IAPD individual key: 4875381

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BALBOA WEALTH PARTNERS, INC.	Independent wealth	Nov 19, 2024	n/a	yes	SCOTTSDALE, AZ\|Scottsdale, AZ	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 14, 2020	Oct 10, 2024	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|FORT MILL, SC	Previous registration
FBL WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 17, 2019	Jul 28, 2020	no	West Des Moines, IA	Previous registration
MORGAN STANLEY	Wirehouse	Sep 18, 2017	Feb 28, 2018	no	Scottsdale, AZ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Aug 30, 2017	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Apr 2, 2008	Jan 3, 2011	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 10, 2006	Mar 31, 2008	no	JERSEY CITY, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 24, 2005	Mar 30, 2006	no	PHOENIX, AZ\|PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	BALBOA WEALTH PARTNERS, INC.	Oct 10, 2024	Nov 19, 2024	40	Firm change	Ibd to RIA
FBL WEALTH MANAGEMENT, LLC	LPL FINANCIAL LLC	Jul 28, 2020	Aug 14, 2020	17	Firm change	Other
MORGAN STANLEY	FBL WEALTH MANAGEMENT, LLC	Feb 28, 2018	Jan 17, 2019	323	Firm change	Wirehouse to new firm
WELLS FARGO ADVISORS	MORGAN STANLEY	Aug 30, 2017	Sep 18, 2017	19	Firm change	Wirehouse to wirehouse
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
E*TRADE CAPITAL MANAGEMENT, LLC	WELLS FARGO INVESTMENTS, LLC	Mar 31, 2008	Apr 2, 2008	2	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	E*TRADE CAPITAL MANAGEMENT, LLC	Mar 30, 2006	Oct 10, 2006	194	Firm change	Other

Relationships

Registered with (8)

→ BALBOA WEALTH PARTNERS, INC.Registered adviserregistration: current employment
Nov 19, 2024 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 14, 2020 to Oct 10, 2024factForm ADV
→ FBL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 17, 2019 to Jul 28, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 18, 2017 to Feb 28, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Aug 30, 2017factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 2, 2008 to Jan 3, 2011factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 10, 2006 to Mar 31, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 24, 2005 to Mar 30, 2006factForm ADV

Dated events

Occurred
Oct 10, 2024
Advisor changed firm
Joshua Christopher Bliss left Lpl Financial Llc for Balboa Wealth Partners, Inc. (registered 2024-11-19)
Form ADVobserved 5 days ago