Best Investors
Account
Sign in
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-26 |
| DE | RA | APPROVED | 2023-12-26 |
| NY | RA | APPROVED | 2022-01-15 |
| FL | RA | APPROVED | 2021-05-14 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Key Biscayne, 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 | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2021 |
| Insigneo Advisory Services Llc | Miami | FL | 05/2021 | Present |
| Insigneo Securities Llc | Miami | FL | 05/2021 | Present |
RESIDENTIAL RENTAL PROPERTY, INVESTMENT RELATED, MIAMI BEACH FL, OWNER, BEGAN 12/2004, MINIMAL TIME SPENT, COLLECT MONTHLY RENTS. RESIDENTIAL RENTAL PROPERTY, INVESTMENT RELATED; MIAMI, FL 33132, JOINT OWNER WITH SPOUSE, LESS THAN 1 HR/MTH NOT DURING SECURITIES HOURS, START 12/07. RENTAL PROPERTY, MIAMI BEACH FL. INVESTMENT RELATED. JOINT OWNER WITH SPOUSE. START: 6/1/2013. 1 HR PER MONTH/0 DURING TRADING. DUTIES: OWN AND MAINTAIN PROPERTY. CO-TRUSTEE OF STEPMOTHER'S TRUST; INV. RELATED; MIAMI, FL; START DATE 8/2019; 0 HRS PER MONTH. Insigneo Advisory Services, LLC. Investment related. Managing Director since May 2021. ROMANACH INVESTMENTS LLC _ Not investment related _ Start Date 04/21/2021 _ Address: Key Biscayne, FL 33149 _ Nature: To collect wages from Insigneo Securities and Insigneo Advisory Services (The LLC will be used as a pass through entity for Tax Purposes) _ Position: Owner _ Devote 0 hrs/month. Devote 0 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-18 |
Reach out to this advisor