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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

JUAN CARLOS SANCHEZ COSTES

Advisor at INSIGNEO ADVISORY SERVICES, LLC

Chula Vista, CA | MIAMI, FL

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Search this name across graphsid dfx:ria:0e63829f-36e6-2f3d-684d-eb2d1ece6bfe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jul 7, 2021 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 9, 2020
First registration: Jul 7, 2021
Dual registered: yes, broker-dealer
Other names: JUAN CARLOS SANCHEZ COSTES|JUAN C. SANCHEZ COSTES
IAPD individual key: 7228784

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INSIGNEO ADVISORY SERVICES, LLC	Mixed wealth	Jun 8, 2026	n/a	yes	Chula Vista, CA\|MIAMI, FL	Current employment
BBVA GLOBAL WEALTH ADVISORS, INC.	Independent wealth	Apr 22, 2026	Apr 29, 2026	no	CHULA VISTA, CA\|MIAMI, FL	Previous registration
VECTORGLOBAL IAG, INC.	Former SEC adviser	Jan 27, 2023	Jun 26, 2026	no	Miami, FL\|MIAMI, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 7, 2021	Feb 9, 2023	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VECTORGLOBAL IAG, INC.	BBVA GLOBAL WEALTH ADVISORS, INC.	Jun 26, 2026	Apr 22, 2026	-65	Firm change after gap	RIA to RIA
BBVA GLOBAL WEALTH ADVISORS, INC.	INSIGNEO ADVISORY SERVICES, LLC	Apr 29, 2026	Jun 8, 2026	40	Firm change	RIA to RIA
UBS FINANCIAL SERVICES INC.	VECTORGLOBAL IAG, INC.	Feb 9, 2023	Jan 27, 2023	-13	Firm change	Wirehouse to RIA

Relationships

Registered with (4)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 8, 2026 to presentfactForm ADV
→ VECTORGLOBAL IAG, INC.Registered adviserregistration: previous registration
Jan 27, 2023 to Jun 26, 2026factForm ADV
→ BBVA GLOBAL WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Apr 22, 2026 to Apr 29, 2026factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 7, 2021 to Feb 9, 2023factForm ADV

Dated events

Occurred
Jun 26, 2026
Advisor changed firm
Juan Carlos Sanchez Costes left Vectorglobal Iag, Inc. for Bbva Global Wealth Advisors, Inc. (registered 2026-04-22)
Form ADVobserved 4 days ago
Occurred
Apr 29, 2026
Advisor changed firm
Juan Carlos Sanchez Costes left Bbva Global Wealth Advisors, Inc. for Insigneo Advisory Services, Llc (registered 2026-06-08)
Form ADVobserved 4 days ago
Occurred
Feb 9, 2023
Advisor changed firm
Juan Carlos Sanchez Costes left Ubs Financial Services Inc. for Vectorglobal Iag, Inc. (registered 2023-01-27)
Form ADVobserved 4 days ago