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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-06 |
| SC | RA | APPROVED | 2026-06-22 |
| UT | RA | APPROVED | 2026-06-22 |
| CO | RA | APPROVED | 2026-06-18 |
| IA | RA | APPROVED | 2026-06-18 |
| MI | RA | APPROVED | 2026-06-18 |
| VA | RA | APPROVED | 2026-06-18 |
| CA | RA | APPROVED | 2026-06-17 |
| CT | RA | APPROVED | 2026-06-17 |
| NC | RA | APPROVED | 2026-06-17 |
| PA | RA | APPROVED | 2026-06-17 |
| DE | RA | APPROVED | 2026-06-16 |
| ID | RA | APPROVED | 2026-06-16 |
| MD | RA | APPROVED | 2026-06-16 |
| MT | RA | APPROVED | 2026-06-16 |
| NV | RA | APPROVED | 2026-06-16 |
| NJ | RA | APPROVED | 2026-06-16 |
| NM | RA | APPROVED | 2026-06-16 |
| NY | RA | APPROVED | 2026-06-16 |
| OH | RA | APPROVED | 2026-06-16 |
| SD | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED_RES | 2026-06-16 |
| WA | RA | APPROVED | 2026-06-16 |
| WI | RA | APPROVED | 2026-06-16 |
| WY | RA | APPROVED | 2026-06-16 |
| VI | RA | APPROVED | 2026-06-16 |
| FL | RA | APPROVED | 2026-05-13 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seedchange Execution Services Inc. | San Francisco | CA | 05/2015 | 02/2018 |
| Sandalwood Ventures | San Francisco | CA | 05/2018 | 07/2018 |
| Badger & Swank | San Francisco | CA | 05/2018 | 12/2018 |
| Hunt Equity Partners | San Francisco | CA | 05/2018 | 01/2020 |
| Idlewood Capital Partners, Llc | San Francisco | CA | 05/2018 | 07/2018 |
| Insigneo Securities Llc | Miami | FL | 03/2023 | Present |
| Entrepreneur | Newport Beach | CA | 01/2020 | 03/2022 |
| Paradigm Capital | Miami | FL | 03/2022 | 03/2023 |
| Insigneo Advisory Services Llc | Miami | FL | 03/2026 | Present |
INSIGNEO ADVISORY SERVICES LLC ("IAS") _ Affiliate _ Investment-related _ Miami, FL _ Insigneo Securities affiliate RIA _ Mar 2026 _ Registered with affiliate as a Product Manager. Dedicate hours as needed. --------- -AIRBNB_RENTAL OF RESIDENTIAL PROPERTY Investment related_ Address: Property located in Miami Springs, FL_ Nature: Residential property rental solely through Airbnb online platform._ Position: Sole owner_ Start date: 04/2026_ Devote 10 hrs/ month and less than 1 hrs/month during securities trading hours_ Duties: Operational responsibilities are limited, with property management support provided by a cleaning and caretaking individual who assists with guest check-ins and property maintenance. ---------
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-22 |
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