IM
Ivan Miguel Mendoza
CRD 4013969
Certified Financial Planner
Chartered Financial Consultant
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Mendoza Private Wealth Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Mendoza Private Wealth Inc.
Managing Principal And Cco · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗