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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2023-02-17 |
| FL | RA | APPROVED | 2020-02-04 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Carolina, PR • United States
235 Federico Costa St Parque Las Americas, Suite 101, San Juan, PR 00918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank Na. | Miami | FL | 10/2013 | 05/2019 |
| Citigroup Global Markets Inc. | Miami | FL | 06/2014 | 04/2017 |
| Citi International Financial Services Llc | San Juan | PR | 04/2017 | 05/2019 |
| Insigneo Securities, Llc | Miami | FL | 05/2019 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 01/2020 | Present |
REGISTERED WITH AFFILIATE RIA, INSIGNEO ADVISORY SERVICES LLC (IAS). INVESTMENT-RELATED. MIAMI, FL. FINANCIAL ADVISOR IN ASSET ALLOCATION. JAN 2020. SPENDS APPROX. 4 HRS/MONTHLY. ----- -ANCORA INSURANCE LLC Investment related_ Address: Puerto Rico_ Nature: General Insurance Agency licensed and regulated by the Puerto Rico Office of the Commissioner of Insurance (OCI). Authorized to sell fixed life insurance products and other fixed insurance solutions to residents of Puerto Rico. Only domestic Puerto Rico insurance products may be offered. No variable annuities, securities products, investment advisory services, financial planning services, capital raising activities, or other securities-related activities may be conducted through this other business._ Position: Authorized Representative_ Start date: 07/2026_ Devoted 40 hrs/month and 20 hrs/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-17 |
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