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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-20 |
| FL | RA | APPROVED | 2021-07-26 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Key Largo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Miami | FL | 06/2002 | Present |
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | Present |
| Insigneo Securities Llc | Miami | FL | 07/2021 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 07/2021 | Present |
1. Rental property. Non investment related since May 2014. Owner. No compensation. 0 hours/month devoted to this OBA/0/month during security trading hours. 2. Rental property. Non investment related since June 2004. Owner. Rental income. 0 hours/month devoted to this OBA/0/month during security trading hours. 3. Rental property. Non investment related since May 2013. Owner. No compensation. 0 hours/month devoted to this OBA/0/month during security trading hours. 4. Rental property. Non investment related since September 2013. Owner. No compensation. 0 hours/month devoted to this OBA/0/month during security trading hours. 5. Rental property. Non investment related since January 2012. Owner. No compensation. 0 hours/month devoted to this OBA/0/month during security trading hours. 6. Insigneo Advisory Services. Investment related. Investment Adviser since July 1, 2021. Two hours devoted during security trading hours. Fee based. 7. Green Grove Wealth Management; DBA to conduct securities and advisory activities through Insigneo Securities and Insigneo Advisory Services. 8. Rental property. Investment related_ Address: Hialeah Florida 33012_Nature: Real estate property rental_ Position: owner 33.3 %_Start date: 11/2025_Devoted 0 hrs/month and 0 hrs/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-14 |
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