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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-01 |
| CO | RA | APPROVED | 2026-04-28 |
| CA | RA | APPROVED | 2024-11-07 |
| FL | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2023-12-12 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
7373 Broadway Suite 403, San Antonio, TX 78209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/2009 | 09/2021 |
| Bbva Wealth Solutions Inc. | Houston | TX | 10/2010 | 09/2021 |
| Bbva Securities Inc. | San Antonio | TX | 05/2013 | 09/2021 |
| Bbva Compass Insurance Agency Inc. | Austin | TX | 04/2001 | 09/2021 |
| Pnc Investments | San Antonio | TX | 09/2021 | 11/2023 |
| Insigneo Securities Llc | Houston | TX | 12/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 12/2023 | Present |
-INSIGNEO ADVISORY SERVICES LLC (Affiliate) Dually registered as Investment advisor, devote 20hrs/week -SAINT-LYS LLC. No investment related. / Address: San Antonio, TX / Nature: Pass through for tax purpose. / Position: Sole member, manager. / Start date: 10/19/2023. / Devote 0 hrs/month and 0 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-06 |
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