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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-14 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Aventura | FL | 08/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Insigneo Securities Llc | Miami | FL | 03/2020 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 03/2020 | Present |
Insigneo Advisory Services, LLC. Investment related. Financial Adviser. Portfolio creation, asset allocation. Four hours per month devoted to this business. Four hours per month devoted to this business during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-16 |
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