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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-02
NJ RA APPROVED 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02
  • NJ RA
    APPROVED
    Since 2026-01-02

Branch Locations

1108 Kane Concourse, 3Rd Floor Suite 305, Bay Harbor Islands, FL 33154 • 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
Wells Fargo Advisors Llc Miami FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Miami FL 11/2016 02/2021
Insigneo Securities Llc Miami FL 02/2021 Present
Insigneo Advisory Services Llc Miami FL 02/2021 Present
Previous Registrations
Other Businesses

1.RENTAL PROPERTY, INV RELATED, NORTH MIAMI BEACH, FL, 100% OWNERSHIP, START 7/1/2016, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. 2.RENTAL PROPERTY, LANDLORD SINCE 12/16/16, ISSUE RENTAL LEASES AND VOTE ON HOA MATTERS, OWNE, .5 HOURS/MONTHLY DEVOTED TO THIS OBA/0 DURING TRADING HOURS. 3.205 GOLF VILLAS, RENTAL PROPERTY; INV. RELATED; OWNER SINCE 5/1/17 IN LAKE PLACID, FL 0 HRS DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 4.GOLF VILLAS, OWNER SINCE 5/1/17 RENTAL PROPERTY LOCATED IN LAKE PLACID, FL 0 HRS. DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 5.300 GOLF VILLAS, OWNER OF RENTAL PROPERTY SINCE 10/18/18, LOCATED IN LAKE PLACID, FL 0 HOURS DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 6.112 GOLF VILLAS, OWNER OF RENTAL PROPERTY SINCE 5/1/17 LOCATED IN LAKE PLACID, FL 0 HRS. DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 7.215 GOLF VILLAS OWNER OF RENTAL PROPERTY SINCE 10/15/19 LOCATED IN LAKE PLACID, FL 0 HOURS DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 8.INSIGNEO ADVISORY SERVICES, INVESTMENT RELATED, FINANCIAL ADVISOR SINCE 2/22/21, 20 HRS DEDICATED TO THIS OBA/20 DURING TRADING HOURS. 9.Golf Villas Homeowner's Association. Not Investment Related. Treasurer of Homeowner's Association. Since 3/2021. Located in Lake Placid, FL. 2 hours per month 10.Down Neck Capital LLC. Passthrough entity. Investment Related. Owner. Since 7/2021. 11.CURRENT YIELD LLC_Non Securities related / Address: Florida / Nature: Investment rental properties, purchase of an additional rental property studio apartment :104 Golf Villas CT NW Lake Placid, Florida 33852 / Position: Manager and 75% ownership / Start date: 12/2024 / Devote: 0 hrs/month and 0 hrs/month during trading hours. 12. HOMETOWN RENTALS OF CENTRAL FLORIDA LLC _Non-investment related / Address: Surfside, FL / Nature: rental property management business. / Position: Manager and Partner, 35% ownership / Start date: 04/2025 / Devote: 1 hrs/month and 0 hrs/month during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-27
S63 Uniform Securities Agent State Law Examination 2008-12-31
  • S66 Uniform Combined State Law Examination
    2010-08-27
  • S63 Uniform Securities Agent State Law Examination
    2008-12-31

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