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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
| SD | RA | APPROVED | 2025-12-02 |
| WY | RA | APPROVED | 2025-12-01 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Partners Latin America, Inc. | Miami | FL | 06/2013 | 05/2019 |
| Guggenheim Partners Latin America, Inc. | Miami | FL | 06/2019 | 06/2023 |
| Alvarium Investment Managers (Us), Llc | Miami | FL | 11/2019 | 06/2023 |
| Insigneo Advisory Services Llc | Miami | FL | 08/2025 | Present |
| Cornell Sc Johnson College Of Business | Ithaca | NY | 08/2023 | 05/2025 |
| Insigneo Securities Llc | Miami | FL | 08/2026 | Present |
The Rema Crespo Trust _ Investment Related _ Sioux Falls, SD _ Private family trust _ Position/title: Investment Advisor & Trust Protector _ Jan 2028 _ 5Hrs/month devote to trust _ 0Hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-25 |
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