DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

BEATRICE FRANCOISE NUNEZ

Advisor at INSIGNEO ADVISORY SERVICES, LLC

MIAMI, FL | San Antonio, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b2b45d2-c222-1fc5-b552-baedeaeb28ab

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: May 9, 2001 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: May 6, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 5
Exams: S65|S63
First exam: May 6, 1991
First registration: May 9, 2001
Dual registered: yes, broker-dealer
Other names: BEATRICE FRANCOISE HOLMES|BEATRICE F NUNEZ
IAPD individual key: 2132616

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	Dec 12, 2023	n/a	yes	MIAMI, FL\|San Antonio, TX	Current employment
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Jan 12, 2022	Nov 30, 2023	no	San Antonio, TX	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Sep 20, 2021	Nov 30, 2023	no	San Antonio, TX	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Oct 15, 2010	Dec 31, 2021	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
ST JOHNS WEALTH MANAGEMENT	n/a	May 7, 2010	Oct 15, 2010	no	SAN ANTONIO, TX	Previous registration
BBVA COMPASS INVESTMENT SOLUTIONS, INC	n/a	Nov 13, 2009	Mar 15, 2010	no	SAN ANTONIO, TX	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	May 9, 2001	Oct 11, 2002	no	SAN ANTONIO, TX	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
PNC MANAGED ACCOUNT SOLUTIONS, INC.	INSIGNEO ADVISORY SERVICES, LLC	Nov 30, 2023	Dec 12, 2023	12	Firm change	RIA to RIA
PNC WEALTH MANAGEMENT	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Nov 30, 2023	Jan 12, 2022	-687	Firm change after gap	Ibd to ibd
PNC MANAGED ACCOUNT SOLUTIONS, INC.	PNC WEALTH MANAGEMENT	Dec 31, 2021	Sep 20, 2021	-102	Firm change after gap	Ibd to ibd
ST JOHNS WEALTH MANAGEMENT	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Oct 15, 2010	Oct 15, 2010	0	Bulk transfer	Other
BBVA COMPASS INVESTMENT SOLUTIONS, INC	ST JOHNS WEALTH MANAGEMENT	Mar 15, 2010	May 7, 2010	53	Bulk transfer	Other
CETERA INVESTMENT SERVICES LLC	BBVA COMPASS INVESTMENT SOLUTIONS, INC	Oct 11, 2002	Nov 13, 2009	2,590	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110476:282589:TX:2023-11-30	Nov 30, 2023	Dec 12, 2023	SAN ANTONIO, TX	Firm change
129052:110476:TX:2023-11-30	Nov 30, 2023	Jan 12, 2022	SAN ANTONIO, TX	Firm change after gap
110476:129052:TX:2021-12-31	Dec 31, 2021	Sep 20, 2021	HOUSTON, TX	Firm change after gap

Relationships

Registered with (6)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Dec 12, 2023 to presentfactForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Jan 12, 2022 to Nov 30, 2023factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 20, 2021 to Nov 30, 2023factForm ADV
→ ST JOHNS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 7, 2010 to Oct 15, 2010factForm ADV
→ BBVA COMPASS INVESTMENT SOLUTIONS, INCRegistered adviserregistration: previous registration
Nov 13, 2009 to Mar 15, 2010factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
May 9, 2001 to Oct 11, 2002factForm ADV

Dated events

Occurred
Nov 30, 2023
Advisor changed firm
Beatrice Francoise Nunez left Pnc Managed Account Solutions, Inc. for Insigneo Advisory Services, Llc (registered 2023-12-12)
Form ADVobserved 4 days ago
Occurred
Nov 30, 2023
Advisor changed firm
Beatrice Francoise Nunez left Pnc Wealth Management for Pnc Managed Account Solutions, Inc. (registered 2022-01-12)
Form ADVobserved 4 days ago