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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-16 |
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
2811 Ponce De Leon Boulevard Suite 900, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 01/2018 | 01/2019 |
| Morgan Stanley Services Group, Inc. | Temple Terrace | FL | 10/2014 | 01/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 03/2019 | 01/2020 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 05/2019 | 01/2020 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 01/2020 | 10/2020 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2020 | 10/2020 |
| Insigneo Securities Llc | Miami | FL | 10/2020 | 09/2024 |
| Insigneo Advisory Services Llc | Miami | FL | 10/2020 | 09/2024 |
| Insigneo International Financial Services Llc | Miami | FL | 09/2023 | 09/2024 |
| Insigneo International Financial Services Llc | Miami | FL | 10/2024 | 12/2024 |
| Insigneo Securities Llc | Miami | FL | 10/2024 | 09/2025 |
| Insigneo Advisory Services Llc | Miami | FL | 10/2024 | 09/2025 |
| Oppenheimer & Co. Inc | Coral Gables | FL | 09/2025 | Present |
1. BUSINESS: BRICKELL BROKERS REAL ESTATE. ADDRESS: 252 NW 29TH ST., SUITE 933, MIAMI, FL 33127. POSITION: AGENT. START DATE:9/2022. HOURS/MONTH DEVOTED TO BUSINESS: HOURS. HOURS DEVOTED DURING SECURITIES TRADING: NONE. DUTIES: SHOWING PROPERTIES FOR PURCHASE AND RENT. 2. BUSINESS: RENTAL PROPERTY. ADDRESS: BO. CELADA, CALLE 5, CASA 235 GURABO PR 00748. POSITION: OWNER. START DATE: 6/2013. HOURS/MONTH DEVOTED TO BUSINESS: 2 HOURS. HOURS DEVOTED DURING SECURITIES TRADING: NONE. DUTIES: MANAGE PROPERTY. 3. BUSINESS: RENTAL PROPERTY. ADDRESS: URB. OLIVIA PARK, CALLE HORIZONTE B17-#411 LAS PIEDRAS PR. 00771. POSITION: OWNER. START DATE: 7/2013. HOURS/MONTH DEVOTED TO BUSINESS: 2 HOURS. HOURS DEVOTED DURING SECURITIES TRADING: NONE. DUTIES: MANAGE PROPERTY. 4. BUSINESS: AIDA I. VELAZQUEZ REAL ESTATE LLC. ADDRESS: REGISTERED TO MY RESIDENCE. POSITION: OWNER. START DATE: 6/22. HOURS/MONTH DEVOTED TO BUSINESS: 0. HOURS DEVOTED DURING SECURITIES TRADING: NONE. DUTIES: MANAGED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-02 |
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