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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-08-22 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
410 Park Avenue Suite 420, New York, NY 10022 • United States
White Plains, NY • United States
2 disclosure categories 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 International Inc | New York | NY | 09/2007 | 11/2022 |
| Ubs Financial Services Inc. | New York | NY | 01/2010 | 11/2022 |
| Oppenheimer & Co. Inc | New York | NY | 11/2022 | 08/2023 |
| Insigneo Securities Llc | Miami | FL | 08/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 08/2023 | Present |
-INSIGNEO ADVISORY SERVICES LLC_(Affiliate)_devote to the business 12 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-10 |
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