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501 West Broadway Suite 1350, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-12 |
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 | 06/2018 | Present |
| Extended Travel | San Diego | CA | 03/2018 | 05/2018 |
| Deloitte Consulting Group | Mexico City | 08/2016 | 03/2018 | |
| Ipg Investment Advisors, Llc. | San Diego | CA | 06/2019 | 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. GRG REAL ESTATE VENTURES, LLC. Investment Related; No; San Diego, CA. Start date: 03/2022. Expected to be passive investments among siblings: possibly 2-4 hours a month. 0 hours during market hours. Duties: None at this time. LEGOS, LLC Investment Related; No; San Diego, CA. Start date: 03/2022. Role is primarily passive. 2-4 hours a month. 0 hours during market hours. Duties: None. Created for family succession planning of assets at some point in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-25 |
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