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501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
1980 Post Oak Blvd Floor 10, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 11/2013 | 02/2023 |
| Jpmorgan Securities Llc | Houston | TX | 11/2013 | 02/2023 |
| Pnc Investments Llc | Houston | TX | 02/2023 | 11/2023 |
| Insigneo Securities Llc | Houston | TX | 12/2023 | 04/2025 |
| Insigneo Advisory Services Llc | Miami | FL | 02/2025 | 04/2025 |
| Bbva Global Wealth Advisors, Inc. | Miami | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-15 |
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