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19790 West Dixie Hwy Suite 805, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-05 |
Branch Locations
19790 West Dixie Hwy Suite 805, Aventura, FL 33180 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Aventura | FL | 10/2012 | 10/2023 |
| Jp Morgan Chase Bank N.A. | Aventura | FL | 01/2016 | 10/2023 |
| Insigneo Securities Llc | Miami | FL | 10/2023 | 08/2024 |
| Insigneo Advisory Services Llc | Miami | FL | 10/2023 | 08/2024 |
| Aventura Private Wealth, Llc | Aventura | FL | 08/2024 | Present |
| Aventura Private Insurance, Llc | Aventura | FL | 11/2024 | Present |
1. 11/2024 to Present: Aventura Private Insurance, LLC - Aventura, FL; Owner/Insurance Products Salesperson; Insurance products sales; about 20 hours dedicated per month and all during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-30 |
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