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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-01 |
| NY | RA | APPROVED | 2023-12-03 |
| TX | RA | APPROVED_RES | 2023-11-29 |
| FL | RA | APPROVED | 2020-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Coral Gables | FL | 01/2010 | 07/2020 |
| Insigneo Advisory Services Llc | Miami | FL | 07/2020 | Present |
| Insigneo Securities Llc | Miami | FL | 07/2020 | Present |
-Insigneo Advisory Services, LLC. Financial Advisor. Started 7/9/2020. -Portfolio creation, asset allocation. 160 hours/month, 140 hrs/month during trading hours. Advisory fees. -Carrillo Wealth Management LLC: DBA branding name to conduct securities and advisory activities through Insigneo Securities and Insigneo Advisory Services -InfuseWell. Not investment related. Medical Company. Investor. Since 1/23. 0 Hours per month -Circadios. Not investment related. Medical Company. Investor. Since 1/23. 0 Hours per month -HOME COMFORT PRODUCTS INC. Not Investment Related. _Address: Miami, FL._ Nature: Company represents different product lines._ Position and duties: Director _ Start date: Since 01/23._ Devote: 20 hrs/month and 10 hrs/month during securities hours._ -1350 Mendavia LLC. Not Investment Related. LLC to own property. Owner. Since 01/23. 0 Hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-29 |
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