Irma Dipp is a registered investment advisor, based in San Diego, CA, with 17 years of industry experience.
Location
750 B Street, Suite 3200, San Diego, CA, 92101
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Irma works as an investment advisor at Snowden Capital Advisors since 2015. This takes nearly full-time, including time during trading hours.
Employment History
Current Registrations
Snowden Capital Advisors LLC
December 2015 - Present · 10 yrs 5 mos
Snowden Account Services LLCBroker
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - December 2015 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - December 2015 · 7 yrs 4 mos
State Registrations5 states
AZCAFLGATX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.