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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-31 |
Branch Locations
9200 South Dadeland Blvd-Suite 306, Miami, FL 33156 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 06/2018 |
| Insigneo Securities, Llc | Miami | FL | 06/2018 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 06/2018 | Present |
1.INSIGNEO ADVISORY SERVICES- DUALLY REGISTERED WITH AFFILIATED RIA AS FINANCIAL ADVISOR. 2.S & D ADVSIORS- NON-INVESTMENT RELATED; THIS OBA IS USED FOR WORK AND BRANDING PURPOSES; MEMBER; STARTED IN 4/2019; 9969 SW 121ST MIAMI FL 333176; ZERO HOURS DEVOTED TO OBA. 3.BAYFRONT GROUP, LLC- NON-INVESTMENT RELATED; THIS OBA IS USED AS A PASS-THROUGH FOR TAX PURPOSES; OWNER; STARTED IN 7/2019; 890 SOUTH DIXIE HIGHWAY, CORAL GABLES, FL 33146; ZERO HOURS DEVOTED TO OBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
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