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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2025-12-19 |
| WY | RA | APPROVED | 2024-04-19 |
| DE | RA | APPROVED | 2024-04-11 |
| NY | RA | APPROVED | 2023-02-17 |
| FL | RA | APPROVED | 2017-12-22 |
| CA | RA | APPROVED | 2017-12-12 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brickell Bank | Miami | FL | 07/2015 | 12/2017 |
| Brickell Global Markets, Inc. | Miami | FL | 07/2015 | 12/2017 |
| Brickell Global Advisory, Inc. | Miami | FL | 07/2015 | 12/2017 |
| Brickell Global Insurance, Inc. | Miami | FL | 11/2015 | 12/2017 |
| Insigneo Securities Llc | Miami | FL | 12/2017 | Present |
| Insigneo Advisory Services | Miami | FL | 12/2017 | Present |
INSIGNEO ADVISORY SERVICES AS INVESTMENT ADVISOR SPENDING APPROX. 30 HRS/MONTHLY STATING DEC. 2017. HOLDS INSURANCE LICENSE AS OF 12/2017 TO BE ABLE TO OFFER INSURANCE RELATED PRODUCTS, WHEN NEEDED, SPENDING APPROX. 2 HRS/MONTHLY. CS Wealth Advisors LLC: securities-related, LLC established as flow through entity for tax purpose for expenses related to advisory and securities activities carried out through Insigneo. 777 Brickell Ave. Miami, FL 33131. Started on 4/2019. Spends aprox. 160 Hrs/Mo. during securities trading hours. Honest Wealth LLC- DBA approved by Insigneo for brokerage and advisory business conducted through Insigneo Securities and Insigneo Advisory Services BGG 305 LLC. Not Investment Related. Golf Club. Member, Part Owner Since 1/2023. 4 Hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-19 |
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