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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 2026-04-30
  • FL RA
    APPROVED
    Since 2026-04-30

Branch Locations

Ruta 8 Km 17500 Zonamerica Edif Beta 4 Oficina 001, Montevideo 91600 • Uruguay

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Wealth Management Montevideo 11/2015 09/2017
Nobilis Corredor De Bolsa Montevideo 11/2017 10/2023
Insigneo Securities Llc Miami FL 10/2023 Present
Insigneo International Financial Services Llc San Juan PR 10/2023 12/2024
Insigneo Advisory Services Llc Miami FL 03/2026 Present
  • 11/2015 → 09/2017
    Heritage Wealth Management
    Montevideo
  • 11/2017 → 10/2023
    Nobilis Corredor De Bolsa
    Montevideo
  • 10/2023 → Present
    Insigneo Securities Llc
    Miami, FL
  • 10/2023 → 12/2024
    Insigneo International Financial Services Llc
    San Juan, PR
  • 03/2026 → Present
    Miami, FL
Previous Registrations
Other Businesses

-INSIGNEO ADVISORY SERVICES LLC_ Investment related / Miami, Florida (US) / Nature: Advisory services through the affiliated firm CRD# 282589 / Position: Operations Manager / Start date: 03/2026 / Devoted hours: time spent varies from month to month and allocated based on priorities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-05
  • S66 Uniform Combined State Law Examination
    2026-03-05

View on SEC IAPD

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