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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-03 |
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
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 | Coral Gables | FL | 08/2012 | 02/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2023 |
| Insigneo Securities, Llc | Miami | FL | 02/2023 | Present |
| Insigneo Advisory Services | Miami | FL | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. COLINA ENTERPRISES INC_ D/B/A LE PRINTEMPS FLORIST; NOT INVESTMENT RELATED_ADDRESS: 8600 SW 53 AVE, MIAMI, FL 33143_NATURE: RETAIL FLOWERSHOP_POSITION: PRESIDENT AND OWNER, START DATE: 05/13/2003; DEVOTED TO THE OBA: 0 HRS/MONTH AND 0 HRS/TRADING HOURS; DUTIES: OVERSEE COMPANY BUT NOT INVOLVED IN DAILY ACTIVITIES. 2. Dually registered with affiliate Insigneo Advisory Services, Investment Advisor since February 2023, investment related. One hour dedicated during business hours and one hour dedicated during trading hours, advisory fees. 3. PROPERTY RENTAL: 3080 Bird Ave, Miami FL 33133. No investment related. Nature: own condo to rent. Owner. Duties: Collect rent and pay for expenses related to property_Start date: 03/01/2014. Devoted 1 hrs/week and 0 hrs/week during trading hours. 4. PROPERTY RENTAL: 1800 S OCEAN DRIVE APT 608; HALLANDALE BEACH, FL 33009. No investment related. Nature: Rental of vacation home. Position: Owner. Collect rent and pay any dues and expenses. Start date: 12/01/2022. Devoted to the OBA: 1 hrs/month and 0 hrs/month during trading hours. 5. COLINA WEALTH MANAGEMENT LLC. No investment related_Address: 8600 SW 53 AVE, Miami, FL 33143._Nature: For business expenses for his practice._ Position: owner_Devote 2 hrs/month and 0 hrs/trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-12 |
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