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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-21
PR RA APPROVED 2023-02-15
NC RA APPROVED 2023-02-01
SC RA APPROVED 2022-04-20
CA RA APPROVED 2022-04-15
FL RA APPROVED 2021-04-21
  • TX RA
    APPROVED_RES
    Since 2026-05-21
  • PR RA
    APPROVED
    Since 2023-02-15
  • NC RA
    APPROVED
    Since 2023-02-01
  • SC RA
    APPROVED
    Since 2022-04-20
  • CA RA
    APPROVED
    Since 2022-04-15
  • FL RA
    APPROVED
    Since 2021-04-21

Branch Locations

Miami, FL • United States

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

3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • 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
Raymond James & Associates Miami FL 07/2015 01/2018
Insigneo Securities Llc Miami FL 01/2018 Present
Premier Capital Advisors Llc Coral Gables FL 01/2018 03/2021
Insigneo Advisory Services Llc Miami FL 04/2021 Present
  • 07/2015 → 01/2018
    Raymond James & Associates
    Miami, FL
  • 01/2018 → Present
    Insigneo Securities Llc
    Miami, FL
  • 01/2018 → 03/2021
    Premier Capital Advisors Llc
    Coral Gables, FL
  • 04/2021 → Present
    Miami, FL
Previous Registrations
  • 2018-04-05 → 2021-05-14
    Premier Capital Advisors Llc
    Coral Gables, FL
    Coral Gables, FL
  • 2015-07-14 → 2018-01-22
    Coral Gables, FL
    Coral Gables, FL
  • 2014-08-20 → 2015-07-31
    Boca Raton, FL
Other Businesses

-GM Capital Partners, LLC; MIAMI, FLORIDA for tax purposes; OWNER; START DATE 01/2021; 0 HOURS PER MONTH. DUALLY REGISTERED WITH INSIGNEO ADVISORY SERVICES, LLC. INVESTMENT RELATED. INVESTMENT ADVISER SINCE APRIL 2021. 40 HOURS DURING TRADING HOURS. -104 Plaza del Sol LLC: owner, entity created to hold personal real estate. Non-securities related. Start 7/2021, spends 0 hr./mo -PRIVATE WEALTH GROUP (DBA). Mailing Address: 3011 Ponce de Leon Blvd Suite 1410, Coral Gales, FL 33134; Name used as branding to identify the business. Brand is used for brokerage and advisory business. Start date 09/05/2023 -HICACOS HOLDINGS LLC. No investment related / Address: 3011 Ponce de Leon Blvd, Coral Gables, FL 33134 / Nature: Real Estate, acquiring and selling properties, also building portfolio for rental income./Position and tittle: 50% ownership./Start date: 07/2024 / Devote 3 hrs/month and 0 hrs/month during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-27
  • S66 Uniform Combined State Law Examination
    2014-06-27

View on SEC IAPD

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