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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 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

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
Wells Fargo Advisors, Llc Miami FL 08/2016 11/2016
Wells Fargo Clearing Services, Llc Miami FL 11/2016 10/2021
Insigneo Securities Miami FL 10/2021 06/2025
Insigneo Advisory Services Miami FL 10/2021 06/2025
Insigneo International Financial Services Llc San Juan PR 10/2023 12/2024
Insigneo Securities Llc Miami FL 06/2025 Present
Insigneo Advisory Services Llc Miami FL 06/2025 Present
  • 08/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Miami, FL
  • 11/2016 → 10/2021
    Miami, FL
  • 10/2021 → 06/2025
    Insigneo Securities
    Miami, FL
  • 10/2021 → 06/2025
    Insigneo Advisory Services
    Miami, FL
  • 10/2023 → 12/2024
    Insigneo International Financial Services Llc
    San Juan, PR
  • 06/2025 → Present
    Insigneo Securities Llc
    Miami, FL
  • 06/2025 → Present
    Miami, FL
Previous Registrations
Other Businesses

INSIGNEO ADVISORY SERVICES LLC (IAS) _ Affiliate _ Miami, FL _ Dually registered with affiliated RIA under administrative capacity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-05
  • S66 Uniform Combined State Law Examination
    2009-06-05

View on SEC IAPD

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