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Current Employers
Ipg Investment Advisors, Llc

501 West Broadway Suite 1350, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-11
FL RA APPROVED 2010-10-06
  • CA RA
    APPROVED
    Since 2023-01-11
  • FL RA
    APPROVED
    Since 2010-10-06

Branch Locations

501 West Broadway Suite 1350, San Diego, CA 92101 • United States

501 W Broadway Suite 1350, San Diego, CA 92101 • 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
Investment Placement Group San Diego CA 10/1999 Present
Ipg Investment Advisors, Llc San Diego CA 03/2010 Present
Previous Registrations
Other Businesses

1) IPG Investment Advisors, LLC, investment-related, located at 501 W. Broadway, Suite 1350, San Diego, CA 92101. Mr. Benrey serves as Chief Executive Officer of IPG Investment Advisors, LLC and as Trustee of the Benrey Family Trust, which holds ownership interests in certain affiliated investment-related entities. He also maintains his registration as an Investment Adviser Representative ("IAR"). Mr. Benrey devotes approximately 20 hours per week, including up to 4 hours per day during securities trading hours, to these activities. 2) Investment Placement Commodities Co., investment-related, located at 501 W. Broadway, Suite 1350, San Diego, CA 92101. Mr. Benrey serves as Trustee of the Benrey Family Trust, which holds an ownership interest in the entity. Investment Placement Commodities Co. is an introducing broker for commodities and futures business. Mr. Benrey does not participate in the day-to-day management of the entity. 3) Investment Placement Trading Co., investment-related, located at 501 W. Broadway, Suite 1350, San Diego, CA 92101. Mr. Benrey serves as Trustee of the Benrey Family Trust, which holds an ownership interest in the entity. Investment Placement Trading Co. is a holding company for Investment Placement Commodities Co. Mr. Benrey does not participate in the day-to-day management of the entity. 4) ARB Global Investments LLC, investment-related, located at 501 W. Broadway, Suite 1350, San Diego, CA 92101. Entity used for investment purposes. Mr. Benrey serves as an officer and devotes less than one hour per month to this passive investment activity. 5) S.C. Asesores en Inversiones Independientes S.A. de C.V., investment-related, located at Avenida de Las Fuentes 33, Mexico City, Mexico. Mr. Benrey is a shareholder of the entity and attends shareholder meetings on at least a quarterly basis. He is not involved in the day-to-day management of the firm.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-30
S63 Uniform Securities Agent State Law Examination 2001-08-03
  • S66 Uniform Combined State Law Examination
    2010-06-30
  • S63 Uniform Securities Agent State Law Examination
    2001-08-03
Other Names
  • Alberto Benrey
  • Alberto Benrey
  • Albert Benrey

View on SEC IAPD

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