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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED_RES | 2023-12-22 |
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
--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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-21 |
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