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Current Employers
Bradesco Global Advisors

3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-05
  • FL RA
    APPROVED
    Since 2022-05-05

Branch Locations

3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134 • 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 07/2018 04/2022
Insigneo Advisory Services, Llc Miami FL 07/2018 04/2022
Insigneo Wealth Advisors Miami FL 06/2017 07/2018
Itau Private Bank International Miami FL 02/2012 06/2017
Bradesco Investments Coral Gables FL 04/2022 Present
Bradesco Global Advisor Coral Gables FL 04/2022 Present
Bradesco Bank Coral Gables FL 04/2022 01/2024
  • 07/2018 → 04/2022
    Insigneo Securities, Llc
    Miami, FL
  • 07/2018 → 04/2022
    Miami, FL
  • 06/2017 → 07/2018
    Insigneo Wealth Advisors
    Miami, FL
  • 02/2012 → 06/2017
    Itau Private Bank International
    Miami, FL
  • 04/2022 → Present
    Bradesco Investments
    Coral Gables, FL
  • 04/2022 → Present
    Bradesco Global Advisor
    Coral Gables, FL
  • 04/2022 → 01/2024
    Bradesco Bank
    Coral Gables, FL
Previous Registrations
Other Businesses

Outside Business Name: Bradesco Global Advisors; Investment Related; Address: 3011 Ponce de Leon Blvd. PH1, Coral Gables FL. 33134 ; Nature of Business: Financial: Position: RIA; Start date: 03/2022; Number of Hours devoted to the other business: 80 Hours; Number of hours you devote to the other business during securities trading hours: 4; Outside Business Name: Bradesco Bank; Investment Related; Address: 3011 Ponce de Leon Blvd. PH1, Coral Gables FL. 33134 ; Nature of Business: Financial: Position: Onboarding HUB Mgr.; Start date: 03/2022; Number of Hours devoted to the other business: 80 Hours; Number of hours you devote to the other business during securities trading hours: 4;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-11
  • S66 Uniform Combined State Law Examination
    2021-01-11
Other Names
  • Nestor Jose Lopez Moreno

View on SEC IAPD

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