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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| NJ | RA | APPROVED | 2024-04-10 |
| NY | RA | APPROVED | 2022-04-19 |
| SC | RA | APPROVED | 2021-07-27 |
| FL | RA | APPROVED | 2021-07-14 |
| CT | RA | APPROVED | 2021-06-30 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
Cutler Bay, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 06/2009 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 10/2017 |
| Kovack International Wealth Management, Inc. | Fort Lauderdale | FL | 06/2019 | 06/2021 |
| Vertical Design Studio Pa | Miami | FL | 11/2017 | 06/2019 |
| Insigneo Securities, Llc | Miami | FL | 06/2021 | Present |
| Insigneo Advisory Services | Miami | FL | 06/2021 | Present |
1) Insigneo Advisory Services, LLC. Investment related. Investment Adviser since June 2021. 200 hours/month dedicated to this business during security trading hours. Fee based. 2) The Bay Wealth Group; DBA to conduct securities and advisory activities through Insigneo Securities and Insigneo Advisory Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
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