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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 | 2021-07-09 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Miami, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2021 |
| Insigneo Securities Llc | Miami | FL | 05/2021 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 05/2021 | Present |
Insigneo Advisory Services, LLC. Investment related. Managing Director since May 2021. 160 hours dedicated to this outside business activity during security trading hours. ------- Green Grove Wealth Management LLC: Doing Business As (DBA). _Address: Miami, Florida_ Nature: Registered LLC, established to conduct securities and advisory activities through Insigneo Securities LLC and Insigneo Advisory Services LLC. Green Grove Wealth Management is not itself a broker dealer or an investment advisor and is not under common ownership with Insigneo Securities LLC or Insigneo Advisory Services._ Position: Member 25% ownership and Manager of the LLC_ Start date: 05/2021._ Devoted: 160 hrs/month_ Duties: Investment professional. ------ Fortunata & Pecunia LLC: Non Securities related._ Address: Miami, Florida._ Nature: Registered LLC established for expense and tax purposes in connection with my independent contractor activities_ Position: Owner._ Start date: 05/2021._ Devote 0 hrs month and 0 hrs/month during securities trading hours_ Duties: Manager of the LLC. ------- Sisi D Designs LLC: Non Securities related_ Address: Miami, FL_ Nature: The activity involves interior design services, residential design planning, furniture selection, upholstery, and décor recommendations. _ Position: Owner._ Start date: 11/2022_ Devote: 20 hrs/month and 6 hrs/month during securities trading hours. Duties: Interior designer. ------- S49 Investments LLC Non investment related._ Address: 1643 Brickell Ave, Suite 701; Miami 33129. _ Nature: The company is involved in renewable energy, waste-to-energy, and related technologies._ Position: Member 49% ownership._ Start date: 10/02/2023._ Devote 0hrs/month and 0 hrs/month during trading hours. Duties: no job duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-18 |
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