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Darius Nmn Lashkari

Ipg Investment Advisors, LLC

San Diego, CA

CRD 3061561

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Employer firm

Ipg Investment Advisors, LLC CRD 152990

$4.14B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • MAY SELECT ADVISE ON AND/OR OFFER PRIVATE FUNDS AND LIMITED PARTNERSHIPS AND/OR PROVIDE FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Ipg Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-17
  • TX RA
    APPROVED_RES
    Since 2023-01-17

Branch Locations

501 West 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
Andbanc Advisory Llc Miami FL 06/2015 03/2021
Andbanc Brokerage, Llc Miami FL 06/2015 03/2021
Antarctica Advisors Miami FL 08/2016 06/2017
Patagonia Wealth Advisors Miami FL 08/2016 06/2017
Investment Placement Group San Diego CA 03/2021 Present
Ipg Investment Advisors, Llc. San Diego CA 03/2021 Present
  • 06/2015 → 03/2021
    Andbanc Advisory Llc
    Miami, FL
  • 06/2015 → 03/2021
    Andbanc Brokerage, Llc
    Miami, FL
  • 08/2016 → 06/2017
    Antarctica Advisors
    Miami, FL
  • 08/2016 → 06/2017
    Patagonia Wealth Advisors
    Miami, FL
  • 03/2021 → Present
    Investment Placement Group
    San Diego, CA
  • 03/2021 → Present
    San Diego, CA
Previous Registrations
  • 2009-10-20 → 2009-12-09
    Seaside Capital Management, Inc.
    Orlando, FL
  • 2007-02-08 → 2009-07-27
    Raymond James Financial Services, Inc.
    Orlando, FL
    Winter Park, FL
    Orlando, FL
    Lake Mary, FL
    Orlando, FL
  • 2009-04-13 → 2009-07-27
    Oralndo, FL
  • 2005-06-15 → 2007-02-09
    Truist Investment Services, Inc.
    Orlando, FL
    Orlando, FL
    Orlando, FL
Other Businesses

1. IPG IVESTMENT ADVISORS, LLC.; CCO/AMLCO WITH AFFILIATED INVESTMENT ADVISOR. HOURS ARE DURING MARKET HOURS, NON-COMMISSION BASED, SUPERVISORY. 2. INVESTMENT PLACEMENT COMMODITIES, CHIEF COMPLIANCE OFFICER OF NFA REGISTERED FUTURES AND COMMODITIES BROKER UNDER COMMON CONTROL. SUPERVISORY. 3. SOURCE 1, LLC.; NOT INVESTMENT RELATED; 555 SATURN BLVD, SUITE B1280, SAN DIEGO, CA 92154; NOTARY SERVICES; SOLE OWNER; MARCH 2023; CURRENTLY ZERO HOURS DEVOTED TO THIS BUSINESS; ZERO HOURS DEVOTED DURING SECURITIES TRADING HOURS, 4. FINRA DISPUTE RESOLUTION SERVICES: NOT INVESTMENT RELATED: LOCATED AT 200 LIBERTY STREET NEW YORK NEW YORK 10281-1003; NON-PUBLIC ARBITRATOR; APRIL 2023; CURRENTLY ZERO HOURS DEVOTED TO THIS BUSINESS; IF SELECTED COULD POSSIBLY REQUIRE SOME TIME DURING MARKET HOURS; IF SELECTED EXPECTED TO SERVE AS ARBITRATOR 4. SHADOW RIDGE HOA: NOT INVESTMENT RELATED: COMMUNITY HOMEOWNERS ASSOCIATION: VOLUNTEER MEMBER MANAGING COMMINITY MAINTENANCE ITEMS: ATTENDING MONTHLY EVENING MEETINGS: ZERO HOURS DEVOTED DURING MARKET HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-29
  • S66 Uniform Combined State Law Examination
    2000-03-29
Other Names
  • Darius Lashkari
  • Darius (Nmn) Lashkari

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