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Inactive

Edward Joseph Balcewich

Ia Private Wealth (Usa) Inc.

Winnipeg

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Current Employers
Ia Private Wealth (Usa) Inc.

26 Wellington St. East Suite 700, Toronto, Ontario M5E 1S2 • Canada

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-02
TX RA APPROVED 2024-09-10
  • FL RA
    APPROVED
    Since 2024-12-02
  • TX RA
    APPROVED
    Since 2024-09-10

Branch Locations

238 Portage Avenue Suite 3, Winnipeg R3C0B1 • Canada

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
Ia Private Wealth Inc Winnipeg 06/2006 Present
Ia Private Wealth (Usa) Inc. Winnipeg 08/2022 Present
Other Businesses

iA Private Wealth Inc. ("IAPW"), a registered investment dealer with CIRO, is the Canadian Affiliate and sister company to iA Private Wealth (USA) Inc. The business is investment related. Ed Balcewich is located at 238 Portage Ave, 3rd Floor, Winnipeg, Manitoba, Canada and has been employed since 04/2014. He is a full time agent and his title with IAPW is Portfolio Manager. He devotes 160 hours a month to this business during Business and Trading hours. His job duties include portfolio management and sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-14
  • S65 Uniform Investment Adviser Law Examination
    2024-08-14
Other Names
  • Ed Balcewich

View on SEC IAPD

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