Carlos Andres Bonnin Lugo

Current Employers

Employment History

• 11/2015 → 04/2019
  Citi International Financial Services Llc
  San Juan, PR
• 03/2016 → 04/2019
  Citibank Na
  San Juan, PR
• 07/2019 → 08/2022
  Burgiss Group
  New York, NY
• 05/2022 → Present
  Insigneo Securities Llc
  Miami, FL
• 09/2022 → 12/2024
  Insigneo International Financial Services, Llc
  San Juan, PR
• 12/2022 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2014-10-28 → 2015-11-24
  Unimar
  Miami, FL

Other Businesses

INSIGNEO ADVISORY SERVICES LLC ("IAS") _ AFFILIATE RIA _ INVESTMENT ADVISOR _ SPENDING APPROX. 120 HRS/MONTHLY. SINCE 12/22 -VPR CAPITAL LLC _ No securities related / Address: 400 Calle Union #202, Guaynabo, PR 00969 / Nature: Purchase of Real Estate. / Position: Vice-president and owner 50%. / Start date: 06/2022. / Devote 0 Hrs/month and 0 Hrs/month during securities hours. -B&Z PARTNERS LLC_ Investment related_ Address: Puerto Rico_ Nature: manage personal investments currently held at Fidelity and Insigneo for estate-planning purposes_ Position: member, 50% ownership_ Start date: 02/2026_ Devoted 1 hrs/month and 1 hrs/month during securities trading hours_ Duties: Manager

Exams

• S66 Uniform Combined State Law Examination
  2022-11-18
• S65 Uniform Investment Adviser Law Examination
  2014-10-17

Other Names

• Carlos Andres Bonnin