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Advisor at IPG INVESTMENT ADVISORS, LLC
MEXICO DF | SAN DIEGO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IPG INVESTMENT ADVISORS, LLC | Mixed wealth | Jan 12, 2023 | n/a | yes | MEXICO DF|SAN DIEGO, CA | Current employment |
| IPG INVESTMENT ADVISORS, LLC | Mixed wealth | May 23, 2018 | Dec 31, 2022 | no | HOUSTON, TX|SAN DIEGO, CA | Previous registration |
| CROSSWELL FAMILY WEALTH ADVISORS | State registered | Jul 22, 2014 | Oct 3, 2018 | no | HOUSTON, TX|THE WOODLANDS, TX|Houston, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 3, 2000 | Mar 20, 2014 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROSSWELL FAMILY WEALTH ADVISORS | IPG INVESTMENT ADVISORS, LLC | Oct 3, 2018 | May 23, 2018 | -133 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CROSSWELL FAMILY WEALTH ADVISORS | Mar 20, 2014 | Jul 22, 2014 | 124 | Firm change | Wirehouse to state RIA |