This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

INSIGNEO ADVISORY SERVICES, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 19, 2013

First registration

Aug 21, 2013

Dual registered

yes, broker-dealer

Other names

STEPHANIE MARIE RODRIGUEZ|STEPHANIE MARIE SIXTO|STEPHANIE M RODRIGUEZ|STEPHANIE M SIXTO

IAPD individual key

5993132

• Occurred

  Feb 15, 2023
  Advisor changed firm

  Stephanie Marie Cabrera left Morgan Stanley for Insigneo Advisory Services, Llc (registered 2023-03-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0e27f327-6f66-051b-ca49-65609f46929a

First observed

Aug 21, 2013

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.