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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 2021-03-19
  • FL RA
    APPROVED
    Since 2021-03-19

Branch Locations

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

Yoro • Honduras

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
Wells Fargo Advisors, Llc Miami FL 02/2016 11/2016
Wells Fargo Clearing Services, Llc Miami FL 11/2016 02/2021
Insigneo Securities, Llc Miami FL 02/2021 Present
Insigneo Advisory Services Miami FL 02/2021 Present
  • 02/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Miami, FL
  • 11/2016 → 02/2021
    Miami, FL
  • 02/2021 → Present
    Insigneo Securities, Llc
    Miami, FL
  • 02/2021 → Present
    Insigneo Advisory Services
    Miami, FL
Previous Registrations
  • 2016-02-23 → 2021-03-05
    Miami, FL
    Coral Gables, FL
  • 2009-09-10 → 2016-03-07
    Miami, FL
    Miami, FL
  • 2004-07-20 → 2009-09-15
    Ubs International Inc.
    Boca Raton, FL
    Coral Gables, FL
    New York, NY
    Coral Gables, FL
    Boca Raton, FL
Other Businesses

Insigneo Advisory Services. Investment related. Financial Advisor since 2/22/21. 15 hours dedicated to this OBA/15 hours during trading hours. Tenet Global Advisors. DBA. Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-09
  • S66 Uniform Combined State Law Examination
    2004-07-09

View on SEC IAPD

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