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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-09 |
| GA | RA | APPROVED | 2023-01-23 |
| CA | RA | APPROVED | 2023-01-20 |
| NY | RA | APPROVED | 2023-01-20 |
Branch Locations
3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| Mercantil Commercebank Investment Services | Coral Gables | FL | 02/2015 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 06/2017 | 05/2021 |
| Insigneo Securities, Llc | Miami | FL | 05/2021 | 08/2022 |
| Insigneo Advisory Services, Llc | Miami | FL | 05/2021 | 08/2022 |
| Insigneo Securities, Llc | Miami | FL | 01/2023 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 01/2023 | Present |
| Unemployed | Miami | FL | 08/2022 | 12/2022 |
-INSIGNEO ADVISORY SERVICES LLC. Investment related. Investment Professional. Since January 2023. -POCH VACATION HOMES LLC. *Not securities related._*Address: 6246 N Miami Ave, Miami, FL 33150_*Nature: Rental property_*Position: Owner. *Start date 12/01/2022 -POCH WEALTH MANAGEMENT LLC: *Not securities related_*Address: Miami Springs, FL 33166_*Nature: manage expenses as financial advisor_*Position: Owner/manager_*Start date: 01/06/2023_*Devote 0 hrs/month. Devoted 0 hrs/month during trading hours. -HONEST WEALTH LLC (DBA) *Investment related_*Address: Miami, FL_*Nature: Brokerage and Advisory business_*Date filed: 01/05/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
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