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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-21 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 10/2017 | 07/2020 |
| Akerman, Llp | Miami | FL | 05/2011 | 10/2017 |
| Securities America, Inc. | La Vista | NE | 07/2020 | 02/2024 |
| Securities America Advisors, Inc. | La Vista | NE | 07/2020 | 02/2024 |
| Insigneo Securities Llc | Miami | FL | 03/2024 | Present |
| Insigneo International Financial Services Llc | Miami | FL | 03/2024 | 12/2024 |
| Insigneo Advisory Services Llc | Miami | FL | 03/2024 | Present |
| Triad Advisors Llc | Atlanta | GA | 04/2021 | 02/2024 |
| Osaic Wealth Inc | Jersey City | NJ | 04/2021 | 02/2024 |
-INSIGNEO ADVISORY SERVICES LLC (Affiliate), Dually registered with affiliate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-01 |
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