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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-22 |
| NJ | RA | APPROVED | 2021-09-29 |
| CA | RA | APPROVED | 2021-09-28 |
| NY | RA | APPROVED | 2021-09-28 |
| TX | RA | APPROVED | 2021-09-28 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
410 Park Avenue Suite 420, New York, NY 10022 • United States
Tuckahoe, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 09/2018 |
| Wells Fargo Clearing Services, Llc | New York | NY | 09/2018 | 09/2021 |
| Insigneo Securities Llc | New York City | NY | 09/2021 | Present |
| Insigneo Advisory Services Llc | New York City | NY | 09/2021 | Present |
Insigneo Advisory Services LLC: Dually registered as an advisor with affiliated RIA to conduct advisory business. -AEGA21 LLC_Non Securities related / Address: NY / Nature: Pass through for tax purposes / Position: 100% ownership / Start date: 02/2022 / Devote: 0 hrs/month and 0 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-29 |
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