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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-10 |
| NY | RA | APPROVED | 2021-04-13 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Yardley, PA • United States
410 Park Avenue Suite 420, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 08/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 04/2021 |
| Insigneo Securities, Llc | Miami | FL | 04/2021 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 04/2021 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; PARK CITY, UT; 100% OWNERSHIP; START DATE = 01/2014; ONE HOUR DEVOTED PER MONTH; NOT DURING TRADING HOURS. Insigneo Advisory Services, LLC. Investment related. Investment advisor since April 2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-21 |
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