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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-24 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Key Biscayne, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Miami | FL | 01/2015 | 10/2021 |
| Compass Bank | Birmingham | AL | 12/2014 | 10/2021 |
| Bbva Wealth Solutions Inc. | Miami | FL | 05/2016 | 10/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2017 | 10/2021 |
| Pnc Bank | Miami | FL | 10/2021 | 10/2022 |
| Pnc Investments Llc | Miami | FL | 10/2022 | 11/2023 |
| Pnc Managed Account Solutions, Inc. | Miami | FL | 10/2022 | 11/2023 |
| Insigneo Securities Llc | Miami | FL | 12/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 12/2023 | Present |
-INSIGNEO ADVISORY SERVICES LLC (Affiliate), Investment advisor devote 40hrs/week to the Affiliate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-18 |
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