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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-12-04 |
| NY | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-01 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Coral Gables | FL | 08/2014 | 10/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2023 |
| Insigneo Securities Llc | Miami | FL | 10/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 10/2023 | Present |
-INSIGNEO ADVISORY SERVICES LLC (Affiliate). Dually registered as Investment Adviser
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-10 |
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