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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-31 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
9200 South Dadeland Blvd. Suite 306, Miami, FL 33156 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 06/2018 |
| Insigneo Securities, Llc | Miami | FL | 06/2018 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 06/2018 | Present |
DUALLY REGISTERED WITH AFFILITATED RIA INSIGNEO ADVISORY SERVICES AS FINANCIAL ADVISOR.MEMBER AND OWNER OF LATAM GROUP, LLC, NON-SECURITIES RELATED USED FOR TAX PLANNING PURPOSES, SPENDS 10 HRS/MONTHLY. Bayfront Group LLC: LLC established as flow through entity for tax purpose and is also a DBA for brokerage and advisory business conducted through Insigneo Securities and Insigneo Advisory Services Latam Group LLC: Owner; Pass-Through entity for tax purposes. Non-securities related. Start 7/2018. Spends 5 hrs/mo. -Name: 1901 E LLC_ Non-Securities related / Address: Miami, FL / Nature: Buying land North Port, FL / Start date 03/2025 / Position: Owner 33.3% / Devote 1 hr/month and 1 hr/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-31 |
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