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Advisor at INSIGNEO ADVISORY SERVICES, LLC
MIAMI, FL | Miami, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INSIGNEO ADVISORY SERVICES, LLC | Mixed wealth | Jul 9, 2026 | n/a | yes | MIAMI, FL|Miami, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 10, 2022 | Jun 10, 2026 | no | MIAMI, FL|MIAMI, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 5, 2005 | Jan 3, 2009 | no | CORAL GABLES, FL|CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INSIGNEO ADVISORY SERVICES, LLC | Jun 10, 2026 | Jul 9, 2026 | 29 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:282589:FL:2026-06-10 | Jun 10, 2026 | Jul 9, 2026 | MIAMI, FL | Firm change |