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9401 Wilshire Blvd. Ste 705, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-30 |
Branch Locations
9401 Wilshire Blvd. Ste 705, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Los Angeles | CA | 06/2016 | 07/2020 |
| Insigneo Securities, Llc | Miami | FL | 07/2020 | Present |
| Insigneo Advisory Services | Miami | FL | 07/2020 | Present |
| Galliott Capital Advisors | Beverly Hills | CA | 04/2021 | Present |
Insigneo Advisory Services, LLC. Investment relates. Financial Advisor. Portfolio creation and asset allocation. Advisory fees. Galliot Capital Advisors LLC: dually registered with unaffiliated RIA to conduct advisory business. Start 6/2021. Spends approx. 20 hrs/monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
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