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Current Employers
Insigneo Advisory Services, Llc

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-15
TX RA APPROVED_RES 2025-02-20
MA RA APPROVED 2024-08-27
FL RA APPROVED 2021-03-16
  • CA RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED_RES
    Since 2025-02-20
  • MA RA
    APPROVED
    Since 2024-08-27
  • FL RA
    APPROVED
    Since 2021-03-16

Branch Locations

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Miami FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Miami FL 11/2016 03/2021
Insigneo Securities, Llc Miami FL 03/2021 Present
Insigneo Advisory Services Llc Miami FL 03/2021 Present
Previous Registrations
Other Businesses

1-KEY LARGO SUNSET PARADISE LLC (Miami FL, US), KEY_ Start date: 04/01/2016_ Nature: vacation rental FL_50% ownership. Dedication: 1 hour/month, 0 hour/month during trading hours, Manage rental property. 2-VIVEGAMI LLC, INV_(Miami FL, US)_Start: 04/01/2016_Nature: Long term real estate property rental_ 50% Ownership. Dedication: 1 hour/month_ 0 hours during trading, Manage rental property. 3-GUERRA BROTHERS INVESTMENT LLC (Miami FL, US), Start date 5/1/2017_Real Estate Projects, invest in pre-construction stage_50% ownership, SILENT INVESTOR. HAVE CONTROL OVER IT, Dedication: 0 hrs/month; 0 hours/month during trading hours. 4-INSIGNEO ADVISORY SERVICES LLC investment related, Financial Advisor since 03/2021, 10 hours devoted to this OBA/40 hours during trading hours. 5-R2R Investments LLC (Miami FL, US)_Start date 03/08/2021_Owner_Nature: created by the rep for expenses and tax purposes as an independent contractor. Non securities related_Dedication: 160 hrs/month 160 hrs/month trading hours. 6-ALABET INVESTMENTS LLC (Miami FL, US) Rental Property, Start day 12/16/2022. Ownership 50%. Rental income. Private equity, start day 2/16/2023. Ownership 50%. Number of hours per month 0, number of hours during trading 0. -RENTAL PROPERTY; INVESTMENT RELATED; KEY LARGO,FL; 100% OWNERSHIP WITH SPOUSE; START DATE 01/01/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. -RENTAL PROPERTY; INVESTMENT RELATED; DORAL,FL; 100% OWNERSHIP WITH SPOUSE; START DATE 01/01/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-20
  • S66 Uniform Combined State Law Examination
    2006-01-20

View on SEC IAPD

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