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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 2023-12-14
TX RA APPROVED 2023-12-04
  • FL RA
    APPROVED
    Since 2023-12-14
  • TX RA
    APPROVED
    Since 2023-12-04

Branch Locations

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

Tomball, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbva Securities Inc Houston TX 05/2018 09/2021
Compass Bank Birmingham AL 05/2018 09/2021
Bbva Compass Insurance Agency, Inc Austin TX 05/2018 09/2021
Bbva Bancomer Cuauhtemoc 11/2010 05/2018
Bbva Wealth Solutions, Inc. Houston TX 11/2018 09/2021
Pnc Investments Houston TX 09/2021 12/2023
Insigneo Securities Llc Houston TX 12/2023 Present
Insigneo Advisory Services Llc Miami FL 12/2023 Present
  • 05/2018 → 09/2021
    Bbva Securities Inc
    Houston, TX
  • 05/2018 → 09/2021
    Compass Bank
    Birmingham, AL
  • 05/2018 → 09/2021
    Bbva Compass Insurance Agency, Inc
    Austin, TX
  • 11/2010 → 05/2018
    Bbva Bancomer
    Cuauhtemoc
  • 11/2018 → 09/2021
    Bbva Wealth Solutions, Inc.
    Houston, TX
  • 09/2021 → 12/2023
    Pnc Investments
    Houston, TX
  • 12/2023 → Present
    Insigneo Securities Llc
    Houston, TX
  • 12/2023 → Present
    Miami, FL
Previous Registrations
  • 2022-01-11 → 2023-11-30
    Pnc Managed Account Solutions, Inc.
    Houston, TX
  • 2018-11-01 → 2021-12-31
    Pnc Managed Account Solutions, Inc.
    Houston, TX
Other Businesses

Insigneo Advisory Services LLC (Affiliate)_Investment advisor, devote 40 hrs/week

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-31
  • S66 Uniform Combined State Law Examination
    2018-10-31
Other Names
  • Juan Pablo Fortoul Solorzano
  • Juan Pablo Fortoul

View on SEC IAPD

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