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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-24 |
| NY | RA | APPROVED | 2022-04-19 |
| FL | RA | APPROVED | 2021-07-30 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States
Cutler Bay, FL • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Coral Gables | FL | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 11/2016 | 07/2021 |
| Insigneo Securities, Llc | Miami | FL | 07/2021 | Present |
| Insigneo Advisory Services, Llc | Miami | FL | 07/2021 | Present |
Insigneo Advisory Services, LLC. Investment related. Investment Advisor since July 2021. 50 hours/month devoted to this activity during security trading hours. Fee based. The Bay Wealth Group; DBA to conduct securities and advisory activities through Insigneo Securities and Insigneo Advisory Services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-09-15 |
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