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SOFIA BUCAY BISSU
SOFIA BUCAY, SOFIA BUCAY DE DANIEL
CRD#: 4508509
IA
Investment Adviser
B
Broker
LIFEINVEST WEALTH MANAGEMENT, LTDCRD#: 146966 9920 Pacific Heights Blvs
Suite 150
San Diego, CA 92121
PORTFOLIO RESOURCES GROUP, INC.CRD#: 31155 9920 Pacific Heights Blvs Suite 150
San Diego, CA 92121
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2018 - Present (6 years)BINVESTMENT PLACEMENT GROUP (CRD# 14458)2002 - 2018 (16 years)IAIPG INVESTMENT ADVISORS, LLC (CRD# 152990)2010 - 2018 (8 years)IAINVESTMENT PLACEMENT GROUP (CRD# 14458)2010 - 2010 (<1 year)
License(s)

State Registrations

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California 10/2/2018

IA
Florida 10/12/2020

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California 10/4/2018

IA
Texas 9/11/2020

B
Florida 2/26/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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PORTFOLIO RESOURCES GROUP, INC. (CRD#:31155)
9920 Pacific Heights Blvs Suite 150, San Diego, CA 92121
Registered with this firm since 10/4/2018

IA
LIFEINVEST WEALTH MANAGEMENT, LTD (CRD#:146966)
9920 Pacific Heights Blvs Suite 150, San Diego, CA 92121
Registered with this firm since 10/2/2018

Previous Registration(s)
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04/13/2010 - 10/01/2018 IPG INVESTMENT ADVISORS, LLC (CRD#:152990) SAN DIEGO, CA
B
04/02/2002 - 10/01/2018 INVESTMENT PLACEMENT GROUP (CRD#:14458) SAN DIEGO, CA
IA
03/30/2010 - 06/02/2010 INVESTMENT PLACEMENT GROUP (CRD#:14458) SAN DIEGO, CA
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.