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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-10-24 |
| NC | RA | APPROVED | 2024-10-25 |
| FL | RA | APPROVED | 2024-09-16 |
| OR | RA | APPROVED | 2024-09-16 |
| CA | RA | APPROVED | 2024-09-11 |
| NJ | RA | APPROVED | 2024-09-10 |
| TX | RA | APPROVED | 2024-09-09 |
Branch Locations
Plantation, FL • United States
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intercontinental Asset Management Group Ltd. | San Antonio | TX | 08/1997 | 07/2021 |
| Intercontinental Wealth Advisors Llc | San Antonio | TX | 07/2018 | 08/2023 |
| Cipw Service Company, Llc | Toronto | 07/2023 | 07/2023 | |
| Corient | San Antonio | TX | 07/2023 | 09/2024 |
| Corient Services Llc | Miami | FL | 07/2023 | 09/2024 |
| Insigneo Securities Llc | Miami | FL | 09/2024 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 09/2024 | Present |
INSIGNEO ADVISORY SERVICES LLC ("IAS") (Affiliate) _ Investment Related _ Miami, FL _ Investment Advisor _ 09/2024 _ Devote 40 Hrs/Week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-03 |
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