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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-07 |
| NJ | RA | APPROVED | 2021-06-21 |
| NY | RA | APPROVED | 2021-06-20 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
410 Park Avenue Suite 420, New York, NY 10022 • United States
Jersey City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | New York | NY | 03/2005 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 06/2021 |
| Insigneo Securities Llc | Miami | FL | 06/2021 | 10/2023 |
| Insigneo Advisory Services Llc | Miami | FL | 06/2021 | 10/2023 |
| Insigneo Securities Llc | Miami | FL | 10/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 10/2023 | Present |
| Insigneo International Financial Services Llc | San Juan | PR | 11/2023 | 12/2024 |
INSIGNEO ADVISORY SERVICES LLC (IAS) _ Affiliate RIA _ Dually registered as Senior Operations Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-11 |
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