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Ricardo Llanos

Private Portfolio, Inc.

La Jolla, CA

La Jolla, CA

San Antonio, TX

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Current Employers
Private Portfolio, Inc.

7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-14
  • TX RA
    APPROVED
    Since 2024-08-14

Branch Locations

7816 Ivanhoe Ave. Ste #10, La Jolla, CA 92037 • United States

7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037-4535 • UNITED STATES

17038 Redland Rd. Suite 115, San Antonio, TX 78247 • 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
Insight Securities Inc Highland Park IL 12/2012 09/2020
Private Portfolio, Inc. La Jolla CA 09/2020 Present
Previous Registrations
  • 2009-08-06 → 2024-02-27
    Insight Securities, Inc.
    Highland Park, IL
    San Antonio, TX
    San Diego, CA
    San Antonio, TX
    El Paso, TX
    San Antonio, TX
  • 2007-08-31 → 2009-08-05
    Precise Investment Management, Llc
    San Diego, CA
    San Antonio, TX
Other Businesses

OPERATOR OF A SMALL ORGANIC FARM IN BROWNSVILLE, TX

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-30
S63 Uniform Securities Agent State Law Examination 1996-01-19
  • S65 Uniform Investment Adviser Law Examination
    2007-08-30
  • S63 Uniform Securities Agent State Law Examination
    1996-01-19
Other Names
  • Ricardo Llanos

View on SEC IAPD

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Other Offices

ALPHACORE CAPITAL LLC · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · La Jolla, CA
WEDBUSH SECURITIES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
HAMILTON MANOR & ASSOCIATES · LA JOLLA, CA
TORREYANA CAPITAL · LA JOLLA, CA
INTEGRATED WEALTH CONCEPTS LLC · LA JOLLA, CA

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