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Gerardo Morfin Vela

Ipg Investment Advisors, LLC

San Diego, CA

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Current Employers
Ipg Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-22
  • CA RA
    APPROVED
    Since 2024-10-22

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
Investment Placement Group San Diego CA 07/2024 Present
Full Time Student San Diego CA 08/2022 06/2024
Kenworth Truck Company Mexicali 08/2021 08/2022
Skyworks Solutions Inc. Mexicali 05/2021 08/2021
Tarimas Kc Mexicali 01/2021 05/2021
Full Time Student Mexicali 08/2005 12/2020
Ipg Investment Advisors, Llc. San Diego CA 10/2024 Present
  • 07/2024 → Present
    Investment Placement Group
    San Diego, CA
  • 08/2022 → 06/2024
    Full Time Student
    San Diego, CA
  • 08/2021 → 08/2022
    Kenworth Truck Company
    Mexicali
  • 05/2021 → 08/2021
    Skyworks Solutions Inc.
    Mexicali
  • 01/2021 → 05/2021
    Tarimas Kc
    Mexicali
  • 08/2005 → 12/2020
    Full Time Student
    Mexicali
  • 10/2024 → Present
    Ipg Investment Advisors, Llc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-21
  • S66 Uniform Combined State Law Examination
    2024-10-21

View on SEC IAPD

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Other Offices

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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