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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| NC | RA | APPROVED | 2026-01-06 |
| FL | RA | APPROVED | 2023-09-08 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Investment Managers | Boston | MA | 01/2018 | 09/2018 |
| Plus International Bank | Miami | FL | 01/2016 | 01/2018 |
| Insigneo Securities Llc | Miami | FL | 01/2023 | 12/2025 |
| Insigneo Advisory Services Llc | Miami | FL | 07/2023 | 12/2025 |
| Insigneo Securities Llc | Miami | FL | 01/2026 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 01/2026 | Present |
| Natixis Investment Managers | Boston | MA | 09/2018 | 10/2020 |
| Natixis Investment Managers | Boston | MA | 10/2020 | 01/2023 |
-INSIGNEO ADVISORY SERVICES LLC (IAS) _ Affiliate RIA _ Miami, FL _ Devote to the business 25 Hrs/week during trading hours. -THE PRIVATE WEALTH GROUP (Florida) _Doing Business As (DBA)_Address: Miami, FL_ Nature: Brand for Brokerage and Advisory Business. It is not itself a broker dealer or an investment advisor and it is not under common ownership with Insigneo Securities LLC or Insigneo Advisory Services LLC_ Position: Investment professional_ Start date: 01/2026_ Duties: servicing clients, trading, advising clients with investment decisions, finding and retaining clients, and supporting the broader group to help provide a higher level of service to our clients. -SHELBURNE BRIDGE CORP_ Non-Investment related_ Address: 380 Giralda Ave; Coral Gables, Florida 33134_ Nature: pass through entity created solely for tax purposes_ Position: owner_ Start date: 12/2025_ Devote: 3 hrs/month and 0 hrs/month during securities trading hours_ Duties: Registered Agent and officer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-18 |
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