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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-23 |
| CA | RA | APPROVED | 2023-11-30 |
| NY | RA | APPROVED | 2023-11-29 |
| OH | RA | APPROVED | 2023-11-29 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
West Palm Beach, FL • United States
410 Park Avenue Suite 420, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 05/2012 | 11/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 11/2023 |
| Insigneo Securities Llc | Miami | FL | 11/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 11/2023 | Present |
-INSIGNEO ADVISORY SERVICES LLC (Affiliate), 5 hrs/week devoted to advisory -SEXTANT INTERNATIONAL INVESTMENTS ADVISORY LLC_ Non securities related / Address: West Palm Beach, FL / Nature: Pass through for tax purposes / Position: owner / Start date; 01/2024 / Devote 0 hrs/month and 0 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-28 |
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