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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-25 |
| CA | RA | APPROVED | 2021-04-28 |
| FL | RA | APPROVED | 2020-10-13 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
Coral Gables, FL • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Miami | FL | 09/2011 | 08/2020 |
| Insigneo Securities Llc | Miami | FL | 08/2020 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 08/2020 | Present |
DM Wealth Management Group. Owner since 8/5/2020. Investment related. Portfolio creation, asset allocation. 80 hrs/month devoted to this business, 80 hrs/month during trading hours. Insigneo Advisory Services, LLC. Investment related. Financial Advisor since 08/2020. Investment advisory, portfolio creation, asset allocation. 80 hrs. devoted to this business/80 hrs. devoted during trading hours. Advisory fees. Zoraida C. Diaz LLC- Owner, pass through entity for tax and expenses purpose. Start 8/2020, spends 5hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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