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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-11-13
MA RA APPROVED 2023-07-26
PR RA APPROVED 2023-06-14
NC RA APPROVED 2023-02-01
TX RA APPROVED_RES 2023-01-31
FL RA APPROVED 2020-09-22
  • IL RA
    APPROVED
    Since 2024-11-13
  • MA RA
    APPROVED
    Since 2023-07-26
  • PR RA
    APPROVED
    Since 2023-06-14
  • NC RA
    APPROVED
    Since 2023-02-01
  • TX RA
    APPROVED_RES
    Since 2023-01-31
  • FL RA
    APPROVED
    Since 2020-09-22

Branch Locations

Charlotte, NC • United States

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

235 Federico Costa St Parque Las Americas, Suite 101-B, San Juan, PR 00918 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi International Financial Services Llc San Juan PR 08/2016 05/2017
Citi International Financial Services Llc Miami FL 05/2017 05/2019
Citibank Na Miami FL 05/2017 05/2019
Insigneo Securities Llc Miami FL 05/2019 Present
Insigneo Advisory Services Llc Miami FL 06/2020 Present
  • 08/2016 → 05/2017
    Citi International Financial Services Llc
    San Juan, PR
  • 05/2017 → 05/2019
    Citi International Financial Services Llc
    Miami, FL
  • 05/2017 → 05/2019
    Citibank Na
    Miami, FL
  • 05/2019 → Present
    Insigneo Securities Llc
    Miami, FL
  • 06/2020 → Present
    Miami, FL
Previous Registrations
Other Businesses

-Associated with affiliate Insigneo Advisory Services, in asset allocation, spends Approx. 32 hrs/monthly. -MZM21 LLC_No securities related / Address: Charlotte, NC / Nature: Pass through Entity for tax purposes / Position: Owner and Director / Start date: 02.2025 / Devoted time: 1 hrs/month and 0 hrs/month during securities trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-10
  • S66 Uniform Combined State Law Examination
    2020-06-10
Other Names
  • Jaime Musa
  • Jaime Mohammad Musa
  • Jaime M Musa

View on SEC IAPD

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