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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2026-01-27 |
| CA | RA | APPROVED | 2026-01-22 |
| CT | RA | APPROVED | 2026-01-22 |
| NJ | RA | APPROVED | 2026-01-22 |
| WY | RA | APPROVED | 2025-08-04 |
| FL | RA | APPROVED | 2025-04-04 |
| NY | RA | APPROVED | 2025-03-11 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
410 Park Avenue Suite 420, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 06/2015 | 04/2024 |
| Self Employed_Tutor | New York | NY | 04/2024 | 03/2025 |
| Insigneo Securities Llc | New York | NY | 03/2025 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 03/2025 | Present |
-Insigneo Advisory Services LLC_ (Affiliate)_ Dually registered with the affiliate firm. -Demese Company_Non-Securities related / Address: Dover (Delaware) / Nature: Charitable contributions throughout the year / Position: Director / Start date: 04/2024 / Devote 1 hrs/month and 0 hrs/month during trading hours -BlueTree Products_ Non-Securities related / Address: Dover (Delaware) / Nature: e-commerce business selling Copaiba on Amazon / Position: Manager and 50% owner / Start date: 04/2024 / Devote 2 hrs/month and 0 hrs/month during trading hours. -JRZ Ventures LLC_Non-Securities related / Address: Dover (Delaware) / Nature: Tutoring Services including Series exam preparation, interview coaching, resume preparation and career coaching. / Position: owner / Start date: 04/2024 / Devote 20 hrs/month and 0 hrs/month during trading hours. -REAL ESTATE PROPERTY_Non-Securities related / Address: Kissimmee, FL 34758 / Nature: Receive monthly rent payments for a property / Position: owner / Start date: 06/2025 / Devote: 1 hrs/month and 0 hrs/month during securities trading hours. -EXAM BOOTCAMP LLC_Non-investment related / Address: Dover, (Delaware) / Nature: Provides tutoring services, including Series exam preparation, interview coaching, resume preparation, career coaching for candidates pursuing financial certification exams. / Position: Manager and Owner 99% / Start date: 11/2025 / Devoted: 20 hrs/month and 0 hrs/month during securities trading hours / Duties: responsible for providing tutoring sessions to clients, conducting Series exam preparation, interview coaching, career development and professional guidance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-21 |
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