DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INSIGNEO ADVISORY SERVICES, LLC
MIAMI, FL | PALMETTO BAY, FL | CORAL GABLES, 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 | Nov 19, 2025 | n/a | yes | MIAMI, FL|CORAL GABLES, FL|PALMETTO BAY, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Aug 14, 2015 | Nov 20, 2025 | no | Palmetto Bay, FL|CORAL GABLES, FL|PALMETTO BAY, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | May 26, 2015 | Jun 12, 2015 | no | Miami, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | INSIGNEO ADVISORY SERVICES, LLC | Nov 20, 2025 | Nov 19, 2025 | -1 | Firm change | Ibd to ibd |
| MORGAN STANLEY | RAYMOND JAMES & ASSOCIATES, INC. | Jun 12, 2015 | Aug 14, 2015 | 63 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:282589:FL:2025-11-20 | Nov 20, 2025 | Nov 19, 2025 | PALMETTO BAY, FL | Firm change |
| 149777:705:FL:2015-06-05 | Jun 12, 2015 | Aug 14, 2015 | MIAMI, FL | Firm change |