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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-14 |
| TX | RA | APPROVED | 2023-12-04 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
1300 Post Oak Blvd. Suite 500, Houston, TX 77056 • United States
Oak Ridge North, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc | Houston | TX | 06/2018 | 06/2021 |
| Bbva Compass Insurance Agency Inc | Austin | TX | 05/2018 | 09/2021 |
| Compass Bank | Birmingham | AL | 01/2018 | 09/2021 |
| Ibc Bank | Laredo | TX | 08/2011 | 01/2018 |
| Bbva Wealth Solutions Inc. | Houston | TX | 11/2018 | 06/2021 |
| Pnc Managed Account Solutions, Inc. | Houston | TX | 06/2021 | 12/2023 |
| Bbva Securities Inc | Houston | TX | 06/2021 | 09/2021 |
| Pnc Investments | Houston | TX | 09/2021 | 12/2023 |
| Insigneo Securities Llc | Houston | TX | 12/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 12/2023 | Present |
-Juan Pablo Bolanos / Property owner / I am the owner of an investment property that my wife and I purchased 3 months ago, this month (June) the property was rented to Anthony Thomas and his wife 17680 Tree of Heaven, Conroe Tx 77385 / Texas / We only own that one investment property for the moment and not considering to invest in another home for the moment.// -Insigneo Advisory Services LLC (Affiliate) Investment advisor, devote 15 hrs/week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-15 |
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