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Advisor at IPG INVESTMENT ADVISORS, LLC
SAN DIEGO, CA | HOUSTON, TX
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 11, 2023 | n/a | yes | SAN DIEGO, CA|HOUSTON, TX | Current employment |
| IPG INVESTMENT ADVISORS, LLC | Mixed wealth | Jun 30, 2021 | Dec 31, 2022 | no | HOUSTON, TX|SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | May 25, 2012 | Jun 23, 2021 | no | Houston, TX | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 1, 2010 | Jun 4, 2012 | no | HOUSTON, TX | Previous registration |
| UBS INTERNATIONAL INC. | n/a | Jan 10, 2005 | Jan 1, 2010 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | IPG INVESTMENT ADVISORS, LLC | Jun 23, 2021 | Jun 30, 2021 | 7 | Firm change | Wirehouse to RIA |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Jun 4, 2012 | May 25, 2012 | -10 | Firm change | Wirehouse to wirehouse |
| UBS INTERNATIONAL INC. | UBS FINANCIAL SERVICES INC. | Jan 1, 2010 | Jan 1, 2010 | 0 | Bulk transfer | Other |