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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-25 |
| CA | RA | APPROVED | 2026-06-08 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
600 W Broadway Suite 700, San Diego, CA 92101 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2006 | 07/2017 |
| Bank Of America, N.A. | San Diego | CA | 12/2011 | 07/2017 |
| Insigneo Securities Llc | Miami | FL | 06/2026 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 06/2026 | Present |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 07/2017 | 07/2021 |
| Vectorglobal Wmg | Miami | FL | 07/2021 | 05/2026 |
Insigneo Advisory Services LLC (“IAS”) _ Investment-related _ Address: Miami, FL _ Nature: Affiliate RIA that offers investment advisory products and services _ Position: Investment Advisor _ Start Date: June 2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-12 |
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