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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-09-24
  • FL RA
    APPROVED
    Since 2021-09-24

Branch Locations

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

Miami, FL • 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
Mercantil Commercebank Miami FL 01/2010 09/2021
Insigneo Securities Llc Miami FL 09/2021 Present
Insigneo Advisory Services Llc Miami FL 09/2021 Present
  • 01/2010 → 09/2021
    Mercantil Commercebank
    Miami, FL
  • 09/2021 → Present
    Insigneo Securities Llc
    Miami, FL
  • 09/2021 → Present
    Miami, FL
Previous Registrations
Other Businesses

Insigneo Advisory Services LLC: Dually registered as an advisor with affiliated RIA to conduct advisory business. COSTA GLOBAL ADVISORS LLC: pass through entity for tax and expense purpose. Non-securities related. Start 9/28/21, spends 0 hrs./mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-15
S63 Uniform Securities Agent State Law Examination 2006-05-04
  • S65 Uniform Investment Adviser Law Examination
    2010-12-15
  • S63 Uniform Securities Agent State Law Examination
    2006-05-04

View on SEC IAPD

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