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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-15
FL RA APPROVED 2025-05-14
  • NY RA
    APPROVED
    Since 2025-05-15
  • FL RA
    APPROVED
    Since 2025-05-14

Branch Locations

Palmetto Bay, FL • United States

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • 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
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
  • 06/2013 → 12/2016
    Suntrust Investment 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
    Suntrust Advisory Services,Inc.
    Atlanta, GA
  • 02/2021 → 01/2025
    Coral Gables, FL
  • 01/2025 → 05/2025
    Miami, FL
  • 05/2025 → Present
    Miami, FL
Previous Registrations
  • 2025-01-14 → 2025-06-04
    Miami, FL
  • 2016-09-01 → 2024-11-19
    Miami, FL
    Jacksonville, FL
    Miami, FL
    Coral Gables, FL
  • 2014-06-13 → 2016-12-31
    Truist Investment Services, Inc.
    Coral Gables, FL
  • 2009-07-21 → 2010-03-18
    Msi Financial Services, Inc.
    Mobile, AL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-06
S66 Uniform Combined State Law Examination 2014-06-11
  • S65 Uniform Investment Adviser Law Examination
    2017-03-06
  • S66 Uniform Combined State Law Examination
    2014-06-11
Other Names
  • Juan Campuzano

View on SEC IAPD

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