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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-13 |
| FL | RA | APPROVED | 2016-04-25 |
Branch Locations
Boca Raton, FL • United States
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 |
|---|---|---|---|---|
| Insigneo Securities Llc (Global Investor Services) | Miami | FL | 01/2014 | Present |
| Hb Asset Management | Miami | FL | 02/2014 | 07/2017 |
| Insigneo Advisory Services Llc (Global Investor Advisory Serv..) | Miami | FL | 04/2016 | Present |
Insigneo Advisory Services LLC: dually registered with affiliate as Investment Adviser in order to conduct advisory business. 40 hours per month. Investment related. Advisory fees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-03 |
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