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Current Employers
Insigneo Advisory Services, Llc

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-04
  • FL RA
    APPROVED
    Since 2022-03-04

Branch Locations

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Miami, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Efg Capital International Corp Miami FL 12/2005 10/2020
Insigneo Securities Llc Miami FL 12/2020 Present
Insigneo Advisory Services Llc Miami FL 02/2022 Present
  • 12/2005 → 10/2020
    Efg Capital International Corp
    Miami, FL
  • 12/2020 → Present
    Insigneo Securities Llc
    Miami, FL
  • 02/2022 → Present
    Miami, FL
Other Businesses

- Name of Entity: Safe Medical Group...Business Activity: Medical...Position: Manager...Not involved in day to day activity...No compensation received.... - Name of Entity: Trina Miami, LLC...Business Activity: Medical Clinic... Position: Manager...Not involved in day to day activity...No compensation received.... - Name of Entity: Smart Medical LLC., Director. Entity holds master license to open and operate Trina Health Clinics (Diabetes Treatment Centers in South Florida and Colombia), no monthly compensation, owner of 25% of entity - Insigneo Advisory Services LLC: Dually registered with affiliate as Investment Adviser in order to conduct advisory business. - Sunny Bay Miami LLC: Not Securities Related. Yacht chartering services. Owner, Director. Since 10/2021. 10 Hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-18
S63 Uniform Securities Agent State Law Examination 2001-11-09
  • S66 Uniform Combined State Law Examination
    2021-11-18
  • S63 Uniform Securities Agent State Law Examination
    2001-11-09

View on SEC IAPD

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