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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-30 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Coral Gables, FL • United States
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 01/2017 | 06/2021 |
| Bank Of The Ozarks | Coral Gables | FL | 06/2015 | 05/2021 |
| Insigneo Securities Llc | Miami | FL | 09/2021 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 09/2021 | Present |
1. Debra Tyler and Associates LLC: Owner, pass through entity for tax and expenses purpose. Start 6/2021, spends 40hrs/mo. 2. Big Brother Big Sisters of Miami: Board Member, Youth Mentoring Organization. Start 7/2020. Spends 20 hr/mo. 3. Insigneo Advisory Services LLC: Dually registered as an advisor with affiliated RIA to conduct advisory business. 4. DBA_DM Wealth Management for brokerage and advisory business 5. Humane Society of Greater Miami_Non-Profit, no-investment related/ Miami, FL / Nature: Pet adoptions, animal services (spay/neuter, emergency veterinary care, grooming). / Position: Board Directors, Executive Committee, Treasurer, volunteer / Start date: 01/01/2025 / Devote: 30 hrs/month and 20 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-26 |
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