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Current Employers
Insigneo Advisory Services, Llc

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-12
FL RA APPROVED 2021-04-16
PR RA APPROVED 2021-03-30
  • CA RA
    APPROVED
    Since 2026-01-12
  • FL RA
    APPROVED
    Since 2021-04-16
  • PR RA
    APPROVED
    Since 2021-03-30

Branch Locations

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Miami Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Miami FL 01/2008 02/2021
Wells Fargo Clearing Services, Llc Miami FL 01/2008 02/2021
Insigneo Securities Llc Miami FL 02/2021 Present
Insigneo Advisory Services Llc Miami FL 02/2021 Present
Previous Registrations
Other Businesses

Insigneo Advisory Services LLC (IAS). Affiliate RIA. Investment related. Miami, FL. Sales Assistant since February 2021. Devoted to the affiliate 30 Hrs/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-01
S63 Uniform Securities Agent State Law Examination 1996-07-22
  • S66 Uniform Combined State Law Examination
    2017-11-01
  • S63 Uniform Securities Agent State Law Examination
    1996-07-22

View on SEC IAPD

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