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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 2023-03-17
  • FL RA
    APPROVED
    Since 2023-03-17

Branch Locations

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

3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States

Palmetto Bay, 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
Morgan Stanley Smith Barney Llc Miami FL 08/2012 02/2023
Insigneo Securities Llc Miami FL 02/2023 Present
Insigneo Advisory Services Llc Miami FL 02/2023 Present
  • 08/2012 → 02/2023
    Morgan Stanley Smith Barney Llc
    Miami, FL
  • 02/2023 → Present
    Insigneo Securities Llc
    Miami, FL
  • 02/2023 → Present
    Miami, FL
Previous Registrations
Other Businesses

Dually registered with affiliate Insigneo Advisory Services since February 2023 as a Senior Registered Client Associate. Investment related, one hour per month during business hours and trading hours, salary.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-19
  • S66 Uniform Combined State Law Examination
    2013-08-19
Other Names
  • Stephanie Marie Rodriguez
  • Stephanie Marie Sixto
  • Stephanie M Rodriguez
  • Stephanie M Sixto

View on SEC IAPD

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