Ivelisse Lapadula
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ivelisse Lapadula, who also goes by Yvelisse Lapadula, IVelisse Peralta, Yvelisse Peralta, was a registered financial professional .
Ivelisse is a previously registered financial professional and started their career in finance in 1995. Ivelisse had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 20, 2021 - August 22, 2022
GREYTOWN ADVISORS
June 8, 2021 - August 16, 2022
INSIGNEO SECURITIES, LLC
February 12, 2015 - May 18, 2021
WELLS FARGO CLEARING SERVICES, LLC
February 12, 2015 - May 18, 2021
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2010 - February 23, 2015
UBS FINANCIAL SERVICES INC.
January 1, 2010 - February 23, 2015
UBS FINANCIAL SERVICES INC.
June 3, 2002 - January 1, 2010
UBS INTERNATIONAL INC.
June 3, 2002 - January 1, 2010
UBS INTERNATIONAL INC.
December 3, 1996 - June 1, 2002
UBS FINANCIAL SERVICES INC.
February 17, 1995 - June 3, 2002
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GREYTOWN ADVISORS
CRD#: 166629 / SEC#: 801-77636
Contact information
Regulatory assets under management
| Total Number of Accounts | 129 |
| AUM (Assets Under Management) | $ 846,688,468 |
Red Flags
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