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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-11 |
| NY | RA | APPROVED | 2024-01-11 |
| CA | RA | APPROVED | 2024-01-09 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oig Wealth Management, Llc | Miami | FL | 07/2015 | 01/2019 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 01/2019 | 07/2022 |
| Ameriprise Financial Services, Llc | Miami | FL | 07/2022 | 06/2023 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 06/2023 | 12/2023 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 06/2023 | 12/2023 |
| Insigneo Securities Llc | Miami | FL | 01/2024 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 01/2024 | Present |
1) INSIGNEO ADVISORY SERVICES LLC (Affiliate) Investment advisor devote 40 hrs/week to the affiliate. 2) HONEST WEALTH LLC_ DBA_1221 Brickell Avenue, PH Floor, Miami, FL 33131_Investment related_Start date 01/02/2024_Nature: Financial services_Position: VP/Investment advisor. Financial advisor, associate to senior advisors_Devote 160 hrs/month and 160 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
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