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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-16
FL RA APPROVED 2019-05-08
  • CA RA
    APPROVED
    Since 2024-08-16
  • FL RA
    APPROVED
    Since 2019-05-08

Branch Locations

Miami, FL • United States

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

Disclosures

2 disclosure categories 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 No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Citigroup Miami FL 02/2010 02/2019
Insigneo Securities, Llc Miami FL 03/2019 Present
Insigneo Advisory Services, Llc Miami FL 03/2019 Present
  • 02/2010 → 02/2019
    Citigroup
    Miami, FL
  • 03/2019 → Present
    Insigneo Securities, Llc
    Miami, FL
  • 03/2019 → Present
    Miami, FL
Previous Registrations
Other Businesses

DUALLY REGISTERED WITH AFFILIATE INSIGNEO ADVISORY SERVICES AS FINANCIAL ADVISOR, SPENDS APPROX. 4 HRS/MONTHLY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-31
  • S66 Uniform Combined State Law Examination
    2001-05-31
Other Names
  • Carlos E. Bonadies
  • Carlos Edmundo Bonadies
  • Carlos Edmundo Bonadies

View on SEC IAPD

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