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

Jul 25, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

7

Exams

S63|S65

First exam

Jul 25, 1994

First registration

Sep 30, 1999

Dual registered

yes, broker-dealer

IAPD individual key

2486923

• Occurred

  Nov 20, 2025
  Advisor changed firm

  Jose Cabrera left Raymond James & Associates, Inc. for Insigneo Advisory Services, Llc (registered 2025-11-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f8dcbf9-4b6b-e8cd-65bc-7d4332b79930

First observed

Sep 30, 1999

Last observed

Sep 14, 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.