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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
-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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-10 |
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