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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-11 |
Branch Locations
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
Miami, FL • United States
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 |
|---|---|---|---|---|
| Beta Capital Management Lp | Miami | FL | 10/2007 | 09/2022 |
| Insigneo Securities Llc | Miami | FL | 09/2022 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 09/2022 | Present |
1) LIFE INSURANCE AGENT. LESS THAN 1% OF TIME DEVOTED TO THIS ACTIVITY AFTER TRADING HOURS. AGENT OF THE ROSENTHAL AGENCY INC. 8000 SW 17 AVE, PH-A, MIAMI, FL 33183 & ROBERT A. BRANDON INC. 2330 PONCE DE LEON BLVD., CORAL GABLES, FL. 33134 2) MAJR PROPERTIES GROUP LLC, PASSIVE INVESTOR 33%, No time dedicated during market hours. 3) INSIGNEO ADVISORY SERVICES LLC. (Affiliate). Dually Registered as an Investment Advisor. Devote 80hrs/week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-06 |
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