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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-09-18 |
| CO | RA | APPROVED | 2023-09-08 |
| FL | RA | APPROVED | 2023-02-11 |
| CA | RA | APPROVED | 2023-01-27 |
| CT | RA | APPROVED | 2023-01-27 |
| NY | RA | APPROVED | 2023-01-27 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
410 Park Avenue Suite 420, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Bolton Global Capital | Bolton | MA | 08/2017 | 01/2023 |
| Bolton Securities Corporation | Bolton | MA | 08/2017 | 01/2023 |
| Insigneo Securities, Llc | New York | NY | 01/2023 | Present |
| Insigneo Advisory Services Llc | New York | NY | 01/2023 | Present |
1.A PLUS CAPITAL, LLC- OWNER and GENERAL PARTNER- ENTITY CREATED TO OPERATE SECURITIES AND INVESTMENT ADVISORY BUSINESSES. INVESTMENT RELATED CONDUCTED FROM BRANCH LOCATION. MANAGEMENT DUTIES OF LLC ARE BALANCED DURING TRADING HOURS WITH PROVIDING SERVICES AS BROKER. 40 HOURS PER WEEK 2.REGISTERED WITH NATIONAL FUTURES ASSOCIATION TO BUY AND SELL FUTURES AND COMMODITIES CONTRACTS (CURRENTLY NOT ENGAGED IN FUTURES AND COMMODITIES BUSINESS). 3.INSIGNEO ADVISORY SERVICES. INVESTMENT RELATED. DUALLY REGISTERED WITH AFFILIATED FIRM. 50% OF WORK HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-03 |
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