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800 Brickell Ave Suite 502, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-05 |
Branch Locations
Ruta 8 Km 17,500 - Zonamerica Edificio @2 Oficina 305, Montevideo 91600 • Uruguay
800 Brickell Ave Suite 502, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Securities, Inc. | Montevideo | 12/2014 | 07/2017 | |
| Insigneo Securities, Llc | Montevideo | 07/2017 | 06/2018 | |
| Insight Securities Inc. | Montevideo | 06/2018 | 06/2022 | |
| Holistic Brokerage Llc | Miami | FL | 06/2022 | Present |
| Holistic Asset Management, Llc | Miami | FL | 01/2023 | Present |
| Holistic Services Srl | Montevideo | 05/2021 | Present | |
| Holistic Brokerage Inc | De Panama | 12/2015 | Present |
1) Holistic Brokerage Inc - DIRECTOR - 12/18/2015 - PANAMA - 8hrs/mo - 8hrs/mo during Business Hrs - Yes Business Related - ADMINISTRATION - OPERATIONAL ASSISTANT AND BOARD ASSESSMENT - No Compensation 2) HOLISTIC SERVICES SRL - DIRECTOR - 05/03/2021 - Montevideo, Uruguay - 50hrs/mo - 50hrs/mo during Business Hrs - Yes Business Related - ADMINISTRATION - ADMINISTRATION SERVICES - DIVIDENDS Holistic Asset Management LLC - Investment advisor - 01/02/2023 - Miami FL - 40hrs/mo - 40hrs/mo during Business Hrs - Yes Business Related - Investment advising - Advise and manage investment accounts for clients - Fees Holistic Brokerage LLC - Registered Rep - 06/06/2022 - Miami FL - 80hrs/mo - 80hrs/mo during Business Hrs - Yes Business Related - broker dealer - act as a broker - Fees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
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