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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| DE | RA | APPROVED | 2023-08-22 |
| FL | RA | APPROVED | 2021-12-17 |
| CA | RA | APPROVED | 2021-11-04 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • 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 | 10/2021 |
| Insigneo Securities Llc | Miami | FL | 11/2021 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 11/2021 | Present |
-INSIGNEO ADVISORY SERVICES LLC (IAS). Affiliate RIA. Investment-related. Miami, FL. Sales Assistant. 20 hours/week dedicated to this OBA during security trading hours. -LIFE INSURANCE LICENSE _ Investment related / Address: Florida / Nature: Life Incl Variable Annuity (0214) with active appointment with Symetra / Position: Agent / Start date: 04/1997 / Duties: Assist financial advisor with all related life insurance sales. I do not use my insurance license independently to conduct insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-16 |
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