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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-28 |
| AZ | RA | APPROVED | 2026-01-14 |
| MT | RA | APPROVED | 2026-01-08 |
| CA | RA | APPROVED | 2026-01-05 |
| ID | RA | APPROVED | 2026-01-05 |
| UT | RA | APPROVED | 2026-01-05 |
| WA | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2018-04-20 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities, Inc. | Miami | FL | 02/2007 | 09/2016 |
| Raymond James & Associates, Inc. | Miami | FL | 09/2016 | 03/2018 |
| Insigneo Securities Llc | Miami | FL | 04/2018 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 04/2018 | Present |
REGISTERED WITH INSIGNEO ADVISORY SERVICES LLC (IAS) _ AFFILIATED RIA - FINANCIAL ADVISOR AS BUSINESS DEVELOPMENT AND ASSET MANAGEMENT, SPENDS APPROX 02 HRS/MONTHLY. OWNER OF BAGSHAW ASSET MANAGEMENT, LLC. USED A FLOW-THROUGH TO MANAGE BUSINESS EXPENSES, NON SECURTIES RELATED, SPENDS 1 HR/MONTHLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-17 |
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