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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-21 |
| CA | RA | APPROVED | 2024-04-11 |
| MD | RA | APPROVED | 2024-04-11 |
| NY | RA | APPROVED | 2024-04-11 |
| NC | RA | APPROVED | 2024-04-11 |
| PR | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2024-04-11 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 08/2016 | 11/2019 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2019 | 10/2021 |
| Miura Capital Llc | Miami | FL | 10/2021 | 03/2024 |
| Advisory Investor Services, Llc | Miami | FL | 10/2021 | 03/2024 |
| Insigneo Securities, Llc | Miami | FL | 04/2024 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 04/2024 | Present |
- INSIGNEO ADVISORY SERVICES, LLC ("IAS") _ Affiliate. Investment related. Miami, FL. Investment Advisor. Since April 2024. Devote 40Hrs/Wk. to advisory. -VH ADVISORY SERVICES LLC, NOT INVT RELATED. ADDRESS: 808 BRICKELL KEY DRIVE APT 2305, MIAMI FL 33131. NATURE: PASS THROUGH FOR TAX PURPOSES. POSITION: MANAGER AND OWNER. START DATE: 11/2021 DEVOTE 1 HRS/MONTH. DEVOTE 0HRS/MONTH DURING TRADING HOURS. DUTIES: MANAGE LLC -RESIDENTIAL HOST_Non-Securities related / Address: Miami, FL / Nature: Property rental / Position: owner / Start date: 06/2024 / Devote 1 hrs/month and 0 hrs/month during trading hours. / Duties: Manage the rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-07 |
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