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2100 Ponce De Leon Blvd. Ste. 960, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-21 |
Branch Locations
2100 Ponce De Leon Blvd. Ste. 960, Coral Gables, FL 33134 • United States
600 Central Ave. Suite 293, Highland Park, IL 60035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-02 |
Branch Locations
2100 Ponce De Leon Blvd. Suite 960, Coral Gables, FL 33134 • United States
221 N. Kansas Street Suite 727, El Paso, TX 79901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 08/2014 | 12/2017 |
| Loyola Asset Management Llc | Coral Gables | FL | 08/2014 | 12/2017 |
| Angelus Investment Consulting, Inc. | Coral Gables | FL | 11/2015 | Present |
| Insight Securities Inc. | Coral Gables | FL | 12/2017 | Present |
| Insight Securities, Inc | Coral Gables | FL | 12/2017 | Present |
| Angelus Investment Consulting, Inc. | Coral Gables | FL | 10/2023 | Present |
1. Insight Securities, Inc. Investment Related; from 12/2017 to present; 999 Ponce De Leon Blvd. Ste. 830, Coral Gables, FL 33134; RIA; 11/2015 - Present 2. Quinta Trinitaria LLC, located at 909 Alberca St., Coral Gables, FL, 33134, is an investment related activity with the LLC investing in a fund named Driftwood Capital as a passive investment with no control over the in vestment decisions within the fund, will act as co-manager with wife of the LLC, dedicating 0 hrs per month, starting in 02/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-20 |
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