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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| DE | RA | APPROVED | 2024-04-11 |
| PA | RA | APPROVED | 2024-03-13 |
| NY | RA | APPROVED | 2023-05-08 |
| OH | RA | APPROVED | 2023-02-09 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Davie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Plantation | FL | 11/2015 | 02/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2016 | 02/2023 |
| Insigneo Securities Llc | Miami | FL | 02/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 02/2023 | Present |
-Insigneo Advisory Services. Dually Registered with affiliated firm to provide Investment Advisory services. Since 2/23. 50% of work hours -La Verde Corp_No securities related_Address: Davie (FL)_Nature: pass through entity for tax purposes_Position: President and owner_Start date: 04/20/2023_Devote 0 hrs/month_Devote 0 hrs/month during securities hours. -UFC4Wealth._ Investment related / Not affiliate entity of Insigneo / Address: Miami, FL / Nature: Pennsylvania Non-resident producer Indv. to sell Life and Fixed Annuities, Variable Life/Variable Annuity / Start date: 09/2025 / Devoted: 0 hrs/month and 0 hrs/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-22 |
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