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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-07-17 |
| NY | RA | APPROVED | 2026-07-17 |
| FL | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED_RES | 2026-07-10 |
| SD | RA | APPROVED | 2026-07-09 |
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 |
|---|---|---|---|---|
| Credicorp Securities, Inc. | Coral Gables | FL | 08/2013 | 12/2016 |
| Banco Santander Internacional | Miami | FL | 12/2016 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2022 | 06/2026 |
| Bank Of America, N.A. | Miami | FL | 11/2022 | 06/2026 |
| Insigneo Securities Llc | Miami | FL | 06/2026 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 06/2026 | Present |
-INSIGNEO ADVISORY SERVICES LLC Investment related_ Address: Miami, Florida_ Nature: Affiliated Firm that offer Investment advisory products and services_ Position: Investment Adviser_ Start date: 06/2026_ Devoted time allocated proportionately between Insigneo Securities LLC and Insigneo Advisory Services LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-12 |
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