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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2024-01-09
TX RA APPROVED_RES 2023-12-22
FL RA APPROVED 2019-10-11
  • PR RA
    APPROVED
    Since 2024-01-09
  • TX RA
    APPROVED_RES
    Since 2023-12-22
  • FL RA
    APPROVED
    Since 2019-10-11

Branch Locations

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

235 Federico Costa St Parque Las Americas, Suite 101, San Juan, PR 00918 • United States

San Lorenzo, PR • 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
Citi International Financial Services Llc San Juan PR 03/2016 03/2017
Citibank Na Maimi FL 04/2017 05/2019
Citi International Financial Services Llc Miami FL 04/2017 05/2019
Insigneo Securities, Llc Miami FL 05/2019 Present
Insigneo Advisory Services, Llc Miami FL 09/2019 Present
  • 03/2016 → 03/2017
    Citi International Financial Services Llc
    San Juan, PR
  • 04/2017 → 05/2019
    Citibank Na
    Maimi, FL
  • 04/2017 → 05/2019
    Citi International Financial Services Llc
    Miami, FL
  • 05/2019 → Present
    Insigneo Securities, Llc
    Miami, FL
  • 09/2019 → Present
    Miami, FL
Previous Registrations
Other Businesses

--INSIGNEO ADVISORY SERVICES LLC (IAS) _ AFFILIATE _ MIAMI, FL _ REGISTERED WITH AFFILIATE RIA IN ASSET ALLOCATION, SPENDS APPROX. 8 HRS/MONTHLY. --NABE INVEST LLC _ Not securities related / Address: San Lorenzo, PR. / Nature: Real Estate. / Position: President, ownership 50% / Start date: 07/17/2024 / Devote 0 Hrs/month and 0 Hrs/trading hours. ---- ANCORA INSURANCE LLC Non-Investment related_ Legal Address: San Lorenzo, Puerto Rico_ Place of business: Centro de Bellas Artes Caguas Local #3; Caguas, Puerto Rico_ Nature: Fixed insurance general agency not affiliated to Insigneo. Activities to be conducted entirely through a Puerto Rico licensed general insurance agency outside Insigneo Life Insurance program. The scope of activities is restricted to fixed insurance products, excluding securities, investment advise or investment-related activities_ Position and duties: Owner and President_ Start date: 05/2026_ Devoted hours: 48 hrs/month and 15 hrs/month during securities trading hours._ Duties: Authorized.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-24
S63 Uniform Securities Agent State Law Examination 2010-05-21
  • S65 Uniform Investment Adviser Law Examination
    2019-09-24
  • S63 Uniform Securities Agent State Law Examination
    2010-05-21
Other Names
  • Felix J. Dones-Pagan

View on SEC IAPD

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