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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-15 |
| PR | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED_RES | 2024-03-23 |
| CA | RA | APPROVED | 2024-03-21 |
| NC | RA | APPROVED | 2024-03-21 |
| NY | RA | APPROVED | 2024-03-20 |
| FL | RA | APPROVED | 2024-03-18 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2021 |
| Investment Advisory Services | Miami | FL | 05/2021 | 03/2024 |
| Miura Capital, Llc | Miami | FL | 05/2021 | 03/2024 |
| Insigneo Advisory Services, Llc | Miami | FL | 03/2024 | Present |
| Insigneo Securities, Llc | Miami | FL | 03/2024 | Present |
- INSIGNEO ADVISORY SERVICES, LLC ("IAS") _ Affiliate. Investment related. Miami, FL. Investment Advisor. Since March 2024. Devote 40Hrs/Wk to advisory. - MORA FINANCIAL SERVICES LLC. NOT INVESTMENT RELATED. / ADDRESS: 733 NW 126TH PLACE MIAMI FL 33182. / NATURE: PASS THROUGH ENTITY FOR PERSONAL ACCOUNTING PURPOSES. / POSITION: MANAGER AND MEMBER. / START DATE: 09/2021. / DEVOTE: 1 HRS/MONTH_NO HOURS DEDICATED TO THE DURING BUSINESS TRADING HOURS. - RENTAL PROPERTY. Non-Securities related. Address: 733 NW 126TH PL Miami, FL 33182. Real Estate. Owner of property. Start Date: 02/10/25. Devote 1 hour/month; 0 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
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