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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-20 |
| FL | RA | APPROVED | 2021-07-09 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 07/2021 |
| Insigneo Securities Llc | Miami | FL | 07/2021 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 07/2021 | Present |
1. Insigneo Advisory Services, LLC; Investment related. Works as an Investment Adviser since July 2021. 10 hours/month devoted during security trading hours; Fee based compensation 2. Green Grove Wealth Management; DBA to conduct securities and advisory activities through Insigneo Financial Group. 3. Nicollette LLC, non-investment related; the LLC was formed as a pass thru to receive income and process expenses for tax reporting; Position: Owner/Manager; 1hr monthly devoted to this OBA; zero hrs. during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-22 |
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