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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-12-26 |
| FL | RA | APPROVED | 2023-12-24 |
| TX | RA | APPROVED_RES | 2023-12-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2013 | 09/2021 |
| Bbva Wealth Solutions Inc. | Miami | FL | 11/2012 | 09/2021 |
| Bbva Securities Inc. | Miami | FL | 05/2013 | 09/2021 |
| Compass Bank | Birmingham | AL | 05/2012 | 09/2021 |
| Pnc Investments | Pittsburgh | PA | 09/2021 | 11/2023 |
| Pnc Managed Account Solutions, Inc. | Houston | TX | 09/2021 | 11/2023 |
| Insigneo Securities Llc | Miami | FL | 12/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 12/2023 | Present |
1) Rental Apartment / not INVESTMENT RELATED / No NUMBER OF HOURS 0/ SECURITIES TRADING HOURS 0/ START DATE: 11/01/1999/ POSITION: owner NATURE: rent payment ADDRESS: Ashford Ave, apt 1410, San Juan PR 00907 DESCRIPTION: Owner of the apartment 2) Rental Income / not investment related / 801 Brickell Bay Dr, Apt 1064 Miami, FL 33131 / 10/31/2016 / 0 hrs devoted during the month / 0 hrs devoted during business hours / Landlord /rental of residential property / owner / rent payment / Life and Health insurance license / does not have a brokerage account with BBVA 3- INSIGNEO ADVISORY SERVICES LLC (Affiliate)_Investment advisor, devote 40 hrs/week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-26 |
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