Best Investors
Account
Sign in
Best Investors
Account
Sign in
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-25 |
| CA | RA | APPROVED | 2021-04-28 |
| FL | RA | APPROVED | 2020-10-13 |
Branch Locations
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Miami | FL | 09/2011 | 08/2020 |
| Insigneo Securities Llc | Miami | FL | 08/2020 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 08/2020 | Present |
-DM Wealth Management Group. Owner since 8/5/2020. Investment related. Financial Services. Portfolio creation, asset allocation. 80 hrs/month devoted to this business, 80 hrs/month during trading hours. -Insigneo Advisory Services, LLC. (affiliate) Investment related. Financial Advisor since 08/2020. Devote 20hrs/week. Investment advisory. Portfolio creation, asset allocation. 0 hrs. devoted to this business/0 hrs. devoted during trading hours. Advisory fees. -Transcend Wealth Management LLC: Pass-Through entity for tax purposes. Non-securities related. Start 8/30/2020. -Property rental_Address: Tequesta Street, Tavernier, FL 33070_Nature: vacation home rental_Position: owner_Start date: 12/26/2022_Devote to the business: 1 hrs/month_Devote to the business: 0 hrs/trading hours_Duties: homeowner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-15 |
Reach out to this advisor