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Natalia Ivanova

Newgen Wealth Creation LLC

Rincon, PR

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Current Employers
Newgen Wealth Creation Llc

Rincon, PR • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-22
PR RA APPROVED 2022-08-30
  • TX RA
    APPROVED
    Since 2026-01-22
  • PR RA
    APPROVED
    Since 2022-08-30

Branch Locations

Rincon, PR • 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
Morgan Stanley Boston MA 08/2015 08/2017
Morgan Stanley New York NY 08/2017 07/2020
Morgan Stanley Private Bank, N.A New York NY 10/2020 07/2022
Newgen Wealth Creation Llc San Juan PR 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-12
  • S66 Uniform Combined State Law Examination
    2016-12-12

View on SEC IAPD

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