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Current Employers
Insigneo Advisory Services, Llc

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2026-06-16
AZ RA APPROVED 2026-05-28
VA RA APPROVED 2026-02-03
FL RA APPROVED 2026-01-30
SC RA APPROVED 2025-12-26
GA RA APPROVED 2025-11-19
TX RA APPROVED 2025-11-18
  • PR RA
    APPROVED
    Since 2026-06-16
  • AZ RA
    APPROVED
    Since 2026-05-28
  • VA RA
    APPROVED
    Since 2026-02-03
  • FL RA
    APPROVED
    Since 2026-01-30
  • SC RA
    APPROVED
    Since 2025-12-26
  • GA RA
    APPROVED
    Since 2025-11-19
  • TX RA
    APPROVED
    Since 2025-11-18

Branch Locations

Coral Gables, FL • United States

3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Coral Gables FL 05/2015 11/2025
Insigneo Securities Llc Miami FL 11/2025 Present
Insigneo Advisory Services Llc Miami FL 11/2025 Present
Previous Registrations
Other Businesses

-INSIGNEO ADVISORY SERVICES LLC Investment related / Address: Miami, FL / Nature: Affiliated Firm that offer Investment advisory products and services / Position: Investment Adviser / Start date: 11/2025 / Devoted 104 hrs/month during securities trading hours -THE AMERICAS FINANCIAL GROUP Doing Business As / Address: 13611 Deering Bay Drive, Ste 604; Coral Gables, FL 33158 / Nature: Brand for Brokerage and Advisory Business. It is not itself a broker-dealer or an investment advisor and it is not under common ownership with Insigneo Securities LLC or Insigneo Advisory Services LLC / Position: Owner Authorized member, ownership 80% / Start date: 11/2025 / Duties: Investment professional

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-22
S63 Uniform Securities Agent State Law Examination 1994-07-25
  • S65 Uniform Investment Adviser Law Examination
    1997-09-22
  • S63 Uniform Securities Agent State Law Examination
    1994-07-25

View on SEC IAPD

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