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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-27 |
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inteligo Sociedad Agente De Bolsa | Lima | 08/2013 | 03/2017 | |
| Morgan Stanley Smith Barney Llc | Miami | FL | 06/2017 | 02/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 02/2024 |
| Insigneo Securities Llc | Miami | FL | 02/2024 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 02/2024 | Present |
1- INSIGNEO ADVISORY SERVICES LLC (Affiliate) AS INVESTMENT ADVISOR SPENDING APPROX.120 HRS/MONTHLY STARTING FEB. 2024 2- PHOENIX PRIVATE WEALTH MANAGEMENT LLC and Doing Business As (DBA)_ Investment related_ Address: 2665 South Bayshore Drive Ste 703 Miami FL 33133_Nature: Financial Services Brokerage and Advisory business_ Position: Senior Vice President; 50% ownership_ Start date: 10/2025_Devoted hours: 200 hrs/month and 160 hrs/month during securities trading hours_ Duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
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