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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 | 2021-07-08 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
1. RESIDENTIAL RENTAL PROPERTY, INVESTMENT RELATED, MIAMI FL, RESIDENTIAL RENTAL PROPERTY, OWNER, BEGAN 12/1999, NO TIME SPENT. 2. CO-TRUSTEE FOR SPOUSE; INV. RELATED; MIAMI, FL; START DATE 12/4/2015; 0 HRS PER MONTH. 3. Dually registered as an advisor with affiliated RIA, Insigneo Advisory Services, LLC to conduct advisory business. Investment Related. Start date 5/2021. 4. Green Grove Wealth Management LLC: DBA to conduct securities and advisory activities through Insigneo Securities and Insigneo Advisory Services 5. YOES LLC: Owner, pass through entity for tax purposes. Start 6/2021. Spends 1hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-15 |
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