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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-24 |
| FL | RA | APPROVED | 2021-10-19 |
| NY | RA | APPROVED | 2021-05-27 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
410 Park Avenue Suite 420, New York, NY 10022 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 05/2007 | 02/2017 |
| Wells Fargo Clearing Services, Llc | New York | NY | 02/2017 | 05/2021 |
| Insigneo Securities Llc | Miami | FL | 05/2021 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 05/2021 | Present |
Dually registered as an advisor with affiliated RIA, Insigneo Advisory Services, LLC to conduct advisory business. ---------- -SANDPIPER VILLAS CO-OP APTS INC Non-investment related_ Principal Address: Miami Beach, FL, Incorporated in Delaware_ Nature: Residential co-op apartment association_ Position: member 1/60 ownership and Director of the Board_ Start date: 04/2026_ Devoted: 25 hrs/month and 0 hrs/month during securities trading hours_ Duties: administrative functions with vote decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-09 |
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