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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED_RES | 2023-10-20 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 10/2009 | 10/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 10/2023 |
| Insigneo Securities Llc | Miami | FL | 10/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 10/2023 | Present |
-INVERSIONES VELICA; Investment related, no securities related. Address: Caracas, Venezuela; Nature: Real Estate; Partner 50 % (proprietor, partner, officer, director, employee, trustee, agent); Start date: 10/2022 ; Devote 5 hrs/month and 0 hrs/month during securities trading hours. -INSIGNEO ADVISORY SERVICES LLC (Affiliate) Dually registered as Investment adviser. Devote 1hrs/week. -ORCHESTRA OF THE AMERICAS, no investment related. Address: 1701 Rhode Island, NW, Washington DC. Nature: Philanthropy. Position: Board member. Start date: 02/01/2023. Devote to the business 5 hrs /month and 3 hrs/month during securities trading hours. -CONSTANTIN GORGES INC; Investment related. Address: Miami (FL). Nature: Fiduciary. Position: Trustee. Start date: 09/17/2021. Devote 4 hrs/month and 4 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-13 |
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