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Current Employers
Insigneo Advisory Services, Llc

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-23
  • FL RA
    APPROVED
    Since 2024-01-23

Branch Locations

Cali • Colombia

Carrera 2 Oeste # 6-08 Edificio Emporio Off 406, Cali • Colombia

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insigneo Securities, Llc Miami FL 04/2021 Present
Magna Kapital Cali 10/2019 04/2021
Bancolombia Cali 08/2009 10/2019
Insigneo Advisory Services Llc Miami FL 06/2023 Present
  • 04/2021 → Present
    Insigneo Securities, Llc
    Miami, FL
  • 10/2019 → 04/2021
    Magna Kapital
    Cali
  • 08/2009 → 10/2019
    Bancolombia
    Cali
  • 06/2023 → Present
    Miami, FL
Other Businesses

-Insigneo Advisory Services LLC: dually registered with affiliate as Investment Adviser in order to conduct advisory business. -MAGNA KAPITAL SAS. Address: Cra 38# 9A Oeste-39 Of 509 Cali 760043 (Colombia). Nature: The Firm has an agreement with SURA for referring clients in COP. The investments that offer SURA are not available in Insigneo and not offered to Insigneo's clients. Position: Shareholder, no duties. Start date: 10/15/2019. Devoted: 0 hrs/month to the business. Devoted 0 hrs/month during securities trading hours. -HUMMINGBIRD LUXURY LLC. No investment related. Address: 5120 Curry Ford Rd Orlando, FL 32812. Nature: Short term rental property. Position: Partner, no duties. Devoted: 3 hrs/month to the business. Devoted 0 hrs/month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-12
  • S65 Uniform Investment Adviser Law Examination
    2022-12-12

View on SEC IAPD

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