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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-20 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 07/2016 | 08/2018 |
| Loyola Asset Management Llc | Coral Gables | FL | 07/2016 | 11/2019 |
| Private Client Services | Coral Gables | FL | 10/2018 | 11/2019 |
| Insigneo Securities, Llc | Miami | FL | 11/2019 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 11/2019 | Present |
1) MRF ADVISORS, LLC, Miami (Florida). Start date: 07/16/2016. Single owner. No investment related. Nature: Provide Agent Services for her client's LLC. Does not receive compensation. Spends 20 h/month. Spend 20h/month during trading hours. 2) INSIGNEO ADVISORY SERVICES, AFFILIATED FINANCIAL ADVISOR ACTS AS FINANCIAL ADVISOR IN PORFOLIO CREATION AND ASSET ALLOCATION, SPENDS APPROX. 160 HRS/MONTHLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-17 |
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