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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-18 |
| DE | RA | APPROVED | 2025-07-14 |
| NV | RA | APPROVED | 2025-07-14 |
| NY | RA | APPROVED | 2025-07-11 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
410 Park Avenue Suite 420, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 11/2010 | 12/2016 |
| Morgan Stanley | New York | NY | 12/2016 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2017 | 08/2017 |
| Bolton Global Capital | Bolton | MA | 08/2017 | 07/2025 |
| Bolton Securities Corporation | Bolton | MA | 08/2017 | 07/2025 |
| Insigneo Securities Llc | Miami | FL | 07/2025 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 07/2025 | Present |
- REGISTERED WITH NATIONAL FUTURES ASSOCIATION TO BUY AND SELL FUTURES AND COMMODITIES CONTRACTS. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION. SPENDS APPROXIMATELY 3 HOURS PER MONTH ON THIS ACTIVITY. BEGAN 2005. - REAL ESTATE PROPERTIES_ Investment related / Address: Philadelphia / Nature: Rental of 3 Residential properties located at: 2204, S Norwood St, PA; 2253 Winton St, PA; 2253 Winton St, PA / Position: owner / Start date: April 03, 2017 - #2204, S Norwood St, PA Sept 09, 2017 - #2253 Winton St, PA / May 01, 2018 - #2253 Winton St, / Devoted: 4 hrs/month and 0 hrs/month during securities trading hours / Duties: Landlord, I collect rent. - Sole-owner and President of online tutoring school: mylearninglodge.com. Not investment related. Conducted remotely from personal residence. Spends up to 15 hours per month outside of business hours. Began September 2020. - INSIGNEO ADVISORY SERVICES LLC (Affiliate) dually registered with the affiliated firm as investment adviser, devoted to the other business: 5 hrs/week - REL CAPITAL ADVISORS LLC_ SECURITIES RELATED / ADDRESS: FLORIDA / NATURE: REGISTERED ENTITY AND "DOING BUSINESS AS" (DBA) NAME, CREATED TO OPERATE SECURITIES AND INVESTMENT ADVISORY BUSINESS / POSITION: MANAGING PARTNER / START DATE: 05/2021 / DEVOTED: 140 HOURS PER MONTH / DUTIES: PROVIDE SERVICES AS INVESTMENT ADVISOR AND REGISTERED REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-04 |
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