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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 2025-08-14
CA RA APPROVED 2025-08-11
TX RA APPROVED 2025-08-11
  • FL RA
    APPROVED
    Since 2025-08-14
  • CA RA
    APPROVED
    Since 2025-08-11
  • TX RA
    APPROVED
    Since 2025-08-11

Branch Locations

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

Houston, TX • United States

1300 Post Oak Blvd; Suite 500, Houston, TX 77056 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Bbva Wealth Solutions Inc. Houston TX 02/2012 12/2020
Bbva Securities Inc. Houston TX 05/2013 12/2020
Bbva Compass Insurance Agency Inc. Austin TX 04/2012 12/2020
Valgue Real Estate Llc Katy TX 11/2018 02/2025
Actinver Securities, Inc. Houston TX 01/2021 02/2025
Vectorglobal Wmg Houston TX 02/2025 08/2025
Insigneo Securities Llc Houston TX 08/2025 Present
Insigneo Advisory Services Llc Houston TX 08/2025 Present
  • 02/2012 → 12/2020
    Bbva Wealth Solutions Inc.
    Houston, TX
  • 05/2013 → 12/2020
    Bbva Securities Inc.
    Houston, TX
  • 04/2012 → 12/2020
    Bbva Compass Insurance Agency Inc.
    Austin, TX
  • 11/2018 → 02/2025
    Valgue Real Estate Llc
    Katy, TX
  • 01/2021 → 02/2025
    Actinver Securities, Inc.
    Houston, TX
  • 02/2025 → 08/2025
    Vectorglobal Wmg
    Houston, TX
  • 08/2025 → Present
    Insigneo Securities Llc
    Houston, TX
  • 08/2025 → Present
    Houston, TX
Previous Registrations
Other Businesses

-INSIGNEO ADVISORY SERVICES LLC (Affiliate) Dually registered with the affiliated Firm as an Investment Adviser, devoted 80 hrs/month as an Investment adviser

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-16
S63 Uniform Securities Agent State Law Examination 2008-05-23
  • S65 Uniform Investment Adviser Law Examination
    2010-12-16
  • S63 Uniform Securities Agent State Law Examination
    2008-05-23
Other Names
  • Alberto Valdes-Montero

View on SEC IAPD

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