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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-02-15 |
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 |
|---|---|---|---|---|
| Insigneo Securities, Llc | Miami | FL | 04/2005 | Present |
| Hb Asset Management | Miami | FL | 05/2005 | 02/2019 |
| Insigneo Advisory Services, Llc | Miami | FL | 12/2018 | Present |
| Insigneo International Financial Services Llc | San Juan | PR | 08/2022 | 12/2024 |
-REGISTERED WITH AFFILIATED RIA, INSIGNEO ADVISORY SERVICES LLC (IAS) - LOCATED AT 1221 BRICKELL AVE SUITE PH FLOOR MIAMI FL 33131. START DATE: 12/2018. -ST JOHN NEUMANN CATHOLIC SCHOOL. No investment related. Address: Miami, FL _ Nature: Advisory Board member to help the overall school mission. Start date: 08/08/2024. Devote 4 hours/month and 0 hrs/month during securities hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-08 |
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