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501 West Broadway Suite 1350, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-12 |
| CA | RA | APPROVED | 2023-01-11 |
Branch Locations
501 West Broadway Suite 1350, San Diego, CA 92101 • United States
Houston, TX • 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 | Houston | TX | 05/2012 | 06/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2021 |
| Investment Placement Group | San Diego | CA | 06/2021 | Present |
| Ipg Investment Advisors, Llc. | San Diego | CA | 06/2021 | Present |
IPG INVESTMENT ADVISORS, LLC., INVESTMENT RELATED, LOCATED AT 501 W BROADWAY, SUITE 1350 SAN DIEGO, CA 92101 INVESTMENT ADVISOR REPRESENTATIVE (IAR) DEVOTES ROUGHLY 20 HOURS A WEEK, AS MUCH AS 4 HOURS A DAY DURING TRADING HOURS TO THIS BUSINESS. 1. Private Company; FUTURES OPTIONS EIGHTEEN LLC; As of 05/2015;During business hours 1;After business hours 2. 2. PPV ENERGY LLC, MONITOR INVESTMENT RESULTS; INVESTMENT ENERGY SECTOR; START DATE: 06/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- .5; INVESTMENT RELATED; TEXAS *378470 - VP Ventures LLC; Investment related; The Woodlands, TX; Passive Investments; Director (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-05 |
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