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Juan Pablo Morfin Rodriguez

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 2024-11-05
  • CA RA
    APPROVED
    Since 2024-11-05

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
Full Time Student San Diego CA 08/2005 06/2019
Full Time Student San Diego CA 07/2019 06/2024
Study Abroad Paris 08/2019 06/2020
Investment Placement Group San Diego CA 07/2024 Present
Ipg Investment Advisors, Llc. San Diego CA 10/2024 Present
  • 08/2005 → 06/2019
    Full Time Student
    San Diego, CA
  • 07/2019 → 06/2024
    Full Time Student
    San Diego, CA
  • 08/2019 → 06/2020
    Study Abroad
    Paris
  • 07/2024 → Present
    Investment Placement Group
    San Diego, CA
  • 10/2024 → Present
    San Diego, CA
Other Businesses

REGISTERED SALES ASSISTANT AT 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-04
  • S66 Uniform Combined State Law Examination
    2024-11-04

View on SEC IAPD

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