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501 West Broadway Suite 1350, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-11 |
Branch Locations
501 West Broadway Suite 1350, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Placement Group | San Diego | CA | 10/2008 | Present |
| Ipg Investment Advisors, Llc | San Diego | CA | 09/2012 | 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. MS. MONTES DE OCA HAS BEEN ENGAGED BY BLUE POINT, LLC. A DELAWARE, LLC. ACTING AS A GENERAL PARTNER OF THE IPG MONROE FUND LOCATED AT 350 10TH AVE, SUITE 1150, SAN DIEGO, CA 92101 TO DO ADMINISTRATIVE FUNCTIONS, SUCH AS PRESENTATIONS, ORGANIZE MEETINGS, REVIEW CERTAIN OPERATIONS OF THE BUSINESS. SHE WILL WORK MAINLY FROM HOME AND OFF BUSINESS HOURS. SHE WILL EARN $800 A MONTH AS COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-14 |
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