Luis Heliodoro Navas

Current Employers

Employment History

• 01/2004 → 07/2017
  Banco Santander Central Hispano
  Miami, FL
• 04/2004 → 07/2017
  Santander Securities
  Miami, FL
• 07/2017 → 08/2017
  Bolton Global Capital
  Bolton, MA
• 07/2017 → 08/2017
  Bolton Global Asset Management
  Bolton, MA
• 08/2017 → Present
  Insigneo Advisory Services, Llc.
  Miami, FL
• 08/2017 → Present
  Insigneo Securities, Llc.
  Miami, FL
• 10/2017 → 12/2021
  Insigneo Wealth Advisors
  Miami, FL

Previous Registrations

• 2020-12-07 → 2021-12-03
  Insigneo Wealth Advisors, Llc
  Miami, FL
• 2018-03-09 → 2020-09-11
  Insigneo Wealth Advisors, Llc
  Miami, FL

Other Businesses

-INSIGNEO ADVISORY SERVICES: Dually registered with affiliate as Investment Adviser in order to conduct advisory business. -AMERICAN NICARAGUAN FOUNDATION (ANF) 501(c)(3) Non profit, Non investment related._ Address: Miami, Florida._ Nature: dedicated to help the neediest people in Nicaragua. It ceased operations in Nicaragua in 2022. Organization is presently dormant._ Start date: 01/01/2011_Position: Board member_ Devoted: 0 hrs/month and 0hrs/months during securities trading hours. -NAVAS HOLDINGS LLC Investment related_ Address: (Miami, FL)_Nature: owns a residential real estate property_ Position: 50% ownership_ Start date: 04/2014_ Devoted: 1 hrs/month and 0 hrs/month during trading hours. -IBEROAMERICAN WEALTH MANAGEMENT LLC Non-investment related_ Address: Miami, FL_ Nature: Pass-through entity for income and expenses, non-securities related_ Position: owner and manager_ Start: 06/26/2017_ Devoted: 2 hours/month and 0 hrs/month during securities trading hours. -FLORIDA INTERNATIONAL BANKERS ASSOCIATION (FIBA) (Miami, FL). Non-investment related. Non profit_ Address: Miami (Florida)._ Nature: FIBA now known as Financial & International Business Association is an association created to serve the financial services industry in Florida. I represent Insigneo before its board and are also member of its Executive Committee._ Start date: 1/2021_ Spends 3 hrs/month and 0 hrs/month during securities trading hours. -THE COLLEGE OF WILLIAM & MARY Familia Advisory Board, Latinx Alumni Non-investment related_ Address: Williamsburg, VA ._ Nature: Familia Advisory Board, Latinx alumni participation in the college's alumni society & sponsorship of latinx students. Also member of the Alumni Society board starting July 1, 2025._ Start date 10/01/2022. _ Devoted: 1 hour per month and 0 hours per month during securities trading hours. No receive compensation -NAVUR HOLDINGS LLC. Non Securities related / Address: Miami, FL / Nature: rental properties / Position: Manager and shareholder 50% / Start date: 09/2024 / Devote 1 hrs/month and 0 hrs/month during trading hours. -FRAMPTOM INTERNATIONAL CORP_ Non-Investment related_ Address: Nassau (Bahamas)_Nature: Estate planning purposes_ Position: Co trustee and I dont have authority on my own_ Start date: 01/2015_Devoted: o hrs/month and 0 hrs/month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-29