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Current Employers
Insigneo Advisory Services, Llc

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-25
TX RA APPROVED_RES 2025-11-23
CA RA APPROVED 2025-11-20
OH RA APPROVED 2025-11-20
  • FL RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • CA RA
    APPROVED
    Since 2025-11-20
  • OH RA
    APPROVED
    Since 2025-11-20

Branch Locations

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

410 Park Avenue Suite 420, New York, NY 10022 • United States

Riverside, CT • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bcp Securities, Llc Greenwich CT 09/2014 12/2017
Amerant Bank Coral Gables FL 12/2017 12/2022
Mercantil Services Coral Gables FL 03/2020 12/2022
Unemployed Riverside CT 01/2023 03/2023
Allstate Enfield CT 03/2023 02/2024
Insigneo Securities Llc Miami FL 11/2024 Present
Unemployed Riverside CT 03/2024 10/2024
Insigneo Advisory Services Llc Miami FL 11/2025 Present
  • 09/2014 → 12/2017
    Bcp Securities, Llc
    Greenwich, CT
  • 12/2017 → 12/2022
    Amerant Bank
    Coral Gables, FL
  • 03/2020 → 12/2022
    Mercantil Services
    Coral Gables, FL
  • 01/2023 → 03/2023
    Unemployed
    Riverside, CT
  • 03/2023 → 02/2024
    Allstate
    Enfield, CT
  • 11/2024 → Present
    Insigneo Securities Llc
    Miami, FL
  • 03/2024 → 10/2024
    Unemployed
    Riverside, CT
  • 11/2025 → Present
    Miami, FL
Other Businesses

-ABC LANGUAGES_Non securities related / Address: 899 Silas Deane Highway Suite 2-s Wetherfield CT 06109 / Nature: Interpreting services for the Court ordered programs for the State of Connecticut / Position: Free lance. Interpreter for court mandated services, interpreting for Family and child services. / Start date: 06/2024. / Devote 10 hrs/month and 0 hrs/month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-14
S63 Uniform Securities Agent State Law Examination 2023-05-02
  • S65 Uniform Investment Adviser Law Examination
    2025-11-14
  • S63 Uniform Securities Agent State Law Examination
    2023-05-02
Other Names
  • Roberto Jose Gonzalez Perez
  • Roberto Gonzalez

View on SEC IAPD

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