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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| NJ | RA | APPROVED | 2024-04-10 |
| NY | RA | APPROVED | 2022-04-19 |
| SC | RA | APPROVED | 2021-08-05 |
| CT | RA | APPROVED | 2021-07-29 |
| FL | RA | APPROVED | 2021-07-28 |
Branch Locations
Palmetto Bay, FL • United States
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Coral Gables | FL | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 11/2016 | 07/2021 |
| Insigneo Securities Llc | Miami | FL | 07/2021 | Present |
Insigneo Advisory Services, LLC. Investment related. Investment adviser since July 2021. 55 hours/month during security trading hours. Fee based. The Bay Wealth Group; DBA to conduct securities and advisory activities through Insigneo Securities and Insigneo Advisory Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-26 |
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