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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
| CA | RA | APPROVED | 2026-03-10 |
| CO | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
1300 Post Oak Blvd. Suite 500, Houston, TX 77056 • United States
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 |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 05/2015 | 03/2026 |
| Bolton Global Asset Management | Bolton | MA | 09/2015 | 03/2026 |
| Insigneo Securities Llc | Miami | FL | 03/2026 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 03/2026 | Present |
1) INSIGNEO ADVISORY SERVICES LLC_ Investment-related / Address: Miami, Florida / Nature: Affiliate Firm that offer Investment advisory products and services / Position and duties: Investment adviser / Start date: 03.2026 / Devote 160 hrs/month during securities trading hours. 2) INSURANCE LICENSE_ Non-securities related_ Address; Texas_ Nature: Investment related to Life, Accident, Health and HMO products_ Position: Insurance Agent_ Start date: 12/2019_ Devoted 1 hrs/month and 1hrs/month during securities trading hours_ Duties: sell fixed life insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-16 |
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