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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-15 |
| FL | RA | APPROVED | 2025-05-14 |
Branch Locations
Palmetto Bay, FL • United States
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services,Inc | Atlanta | GA | 06/2013 | 12/2016 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 08/2016 | 12/2016 |
| Suntrust Advisory Services Inc | Atlanta | GA | 12/2016 | 11/2019 |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 11/2019 | 02/2021 |
| Truist Advisory Services, Inc. | Coral Gables | FL | 02/2021 | 01/2025 |
| Sanctuary Advisors Llc | Miami | FL | 01/2025 | 05/2025 |
| Insigneo Advisory Services, Llc | Miami | FL | 05/2025 | Present |
1) Name: Bull Capitale, LLC Position: Owner/Manager Nature: Strictly Real Estate Investing (Not to include primary residence) Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 11/1/2015 Address: 7901 4th St North STE 300 St. Petersburg FL 33702, United States Description: None. Passive Income through rentals. Oversee prop manager. -------------------------------------------------------------------------------------------------------------- 2) Hillguard Wealth Management, LLC _ Investment related _ Address: Delaware, US _ Nature: to conduct business under RIA Insigneo Advisory Services through a DBA. _ Position: Chief Investment Officer _ Start date: Jan 2025 _ Hours devoted: 40/month & 40/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-06 |
| S66 | Uniform Combined State Law Examination | 2014-06-11 |
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