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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-08-16 |
| FL | RA | APPROVED | 2020-12-09 |
| PR | RA | APPROVED | 2020-10-28 |
| TX | RA | APPROVED_RES | 2020-10-28 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Miami, FL • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Coral Gables | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 11/2016 | 10/2020 |
| Insigneo Securities, Llc | Miami | FL | 10/2020 | Present |
| Insigneo Advisory Services | Miami | FL | 10/2020 | Present |
Insigneo Advisory Services, LLC. Investment related. Financial Advisor. Investment advisory, portfolio creation, asset allocation. 100 hours dedicated to this activity/100 hours outside trading hours. Advisory fees. MVAR Wealth Managers. (Doing Business As_DBA) to conduct securities and advisory activities through Insigneo Securities LLC and Insigneo Advisory Services LLC_ Start date 07/2025 JAV Wealth Management LLC: Owner, pass-through LLC for tax purpose. Start 4/2021. Spends 1hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-29 |
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