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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-31 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 01/2013 | 10/2024 |
| Bank Of America, N.A. | Miami | FL | 04/2013 | 10/2024 |
| Insigneo Securities Llc | Miami | FL | 10/2024 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 10/2024 | Present |
-INSIGNEO ADVISORY SERVICES LLC ("IAS") _ Affiliate _ Investment related _ Miami, FL _ Affiliate RIA _ Investment Adviser _ Start 10/2024 _ Devote 100Hrs/Month -EDF ADVISORS LLC_ Non Securities related / Address: 9125 SW 77 Ave, unit 803, Miami, FL / Nature: Pass through for tax purposes / Position: Manager and owner / Start date: 09/20024 / Devote 0 hrs/month and 0 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-11 |
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