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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-28 |
| NJ | RA | APPROVED | 2024-04-04 |
| PA | RA | APPROVED | 2024-04-04 |
| NY | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED_RES | 2024-04-02 |
| FL | RA | APPROVED | 2020-09-15 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Coral Gables | FL | 11/2015 | 08/2020 |
| Insigneo Securities Llc | Miami | FL | 08/2020 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 08/2020 | Present |
Insigneo Advisory Services, LLC. Investment related. Financial Advisor since 08/2020. Portfolio creation, asset allocation. 60 hrs/month dedicated to this business, 7 hrs/month during trading hours. Advisory fees. Briman Corp.: as flow through entity for tax purpose for expenses related to advisory and securities activities. Started 11/2/2020. 0 hours per month Elion Partners LLC: limited partner, real estate investment firm. non-securities related. started 3/5/21. 0 Hrs. spend. Oceanaire Apartments LLC. Limited Partner. Passive investment in multifamily unit. Since 9/2022 -NWL REIT ONE LLC (Miami, FL)_Start date: 07/31/2023_Nature:Raise capital, provide access to capital for businesses, home builders and homeowners to purchase or refinance existing debt_Position: Limited partner_Devote: 0 hrs/month and 0 hrs/month during trading hours. -EMERALD WEALTH ADVISORS_ Doing Business As (DBA) / Name used as branding to identify Brokerage and Advisory Business / Start date: 07/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
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