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

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Feb 1, 2016

First registration

May 14, 2018

Dual registered

yes, broker-dealer

Other names

ANA PAULINA MERINO|ANA PAULINA MERINO RUBIO

IAPD individual key

6377783

Graph

RIA / Wealth Management

Canonical id

dfx:ria:346c0e38-b5a7-e6bd-1968-abba5fb5cb6a

First observed

May 14, 2018

Last observed

Sep 15, 2026 4 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.