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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
| FL | RA | APPROVED | 2018-07-31 |
Branch Locations
9200 South Dadeland Blvd-Suite 306, Miami, FL 33156 • United States
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 06/2018 |
| Insigneo Securities, Llc | Miami | FL | 06/2018 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 06/2018 | Present |
REGISTERED WITH AFFILITATED RIA INSIGNEO ADVISORY SERVICES AS FINANCIAL ADVISOR.OWNER AND MEMBER OF JAEC, LLC, NON-SECURITIES RELATED, USED FOR TAX PLANNING PURPOSES, SPENDS APPROX. 10 HRS/MONTHLY. Bayfront Group LLC: LLC established as flow through entity for tax purpose and is also a DBA for brokerage and advisory business conducted through Insigneo Securities and Insigneo Advisory Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-15 |
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