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501 West Broadway Suite 1350, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-22 |
| NY | RA | APPROVED | 2026-02-24 |
Branch Locations
501 West Broadway Suite 1350, San Diego, CA 92101 • United States
122 E 42Nd Street Suite 4105, New York, NY 10168 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 10/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2018 |
| Bolton Global Capital | Bolton | MA | 10/2018 | 10/2025 |
| Bolton Global Asset Management | Bolton | MA | 10/2018 | 10/2025 |
| Insigneo Securities Llc | New York | NY | 10/2025 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 10/2025 | 01/2026 |
| Investment Placement Group | San Diego | CA | 02/2026 | Present |
| Ipg Investment Advisors, Llc. | San Diego | CA | 02/2026 | Present |
IPG INVESTMENT ADVISORS, LLC. - INVESTMENT RELATED - 501 W BROADWAY, SUITE 1350 SAN DIEGO, CA 92101 - POSSIBLY UP TO 20 HOURS A WEEK DEVOTED TO THIS BUINESS. DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-19 |
| S66 | Uniform Combined State Law Examination | 2002-03-28 |
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