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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerant Investment Services | Coral Gables | FL | 01/2008 | 06/2019 |
| Insigneo Securities, Llc | Miami | FL | 07/2019 | 02/2021 |
| Insigneo Advisory Services, Llc | Miami | FL | 07/2019 | 02/2021 |
| Citigroup Global Markets Inc | Miami | FL | 03/2021 | 08/2021 |
| J.P Morgan Securities Llc | Orlando | FL | 09/2021 | 08/2022 |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 09/2021 | 08/2022 |
| Citibank, Na | Miami | FL | 03/2021 | 08/2021 |
| Amerant Investments, Inc | Coral Gables | FL | 01/2009 | 05/2019 |
| Fidelity Investments | Orlando | FL | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-01 |
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