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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-21 |
| PR | RA | APPROVED | 2023-02-14 |
| SC | RA | APPROVED | 2023-02-07 |
| NC | RA | APPROVED | 2023-02-01 |
| CA | RA | APPROVED | 2023-01-31 |
| FL | RA | APPROVED | 2021-12-22 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies Llc | Miami | FL | 05/2016 | 12/2021 |
| Insigneo Securities | Miami | FL | 12/2021 | Present |
| Insigneo Advisory Services | Miami | FL | 12/2021 | Present |
-INSIGNEO ADVISORY SERVICES LLC (Affiliate) AS INVESTMENT ADVISOR SPENDING APPROX.120 HRS/MONTHLY STATING DEC. 2021 -THE PRIVATE WEALTH GROUP (DBA) Address: 3011 Ponce de Leon Blvd; Suite 1410; Coral Gables, FL 33134. DBA or branding used for brokerage and advisory business. Start date 09/05/2023 -CTD Capital Intl Corp_ Non Investment related_ Address: Florida_ Start date 05.15.2024_Nature: Flow through Entity for tax purpose_ Position: owner_ devote 2hrs/month and 0 hrs/month during trading hours. -HICACOS HOLDINGS LLC. No investment related / Address: 3011 Ponce de Leon Blvd, Coral Gables, FL 33134 / Nature: rental income and possible flipping opportunities./Position and tittle: 50% ownership./Start date: 07/2024 / Devote 3 hrs/month and 0 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-28 |
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