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Advisor at INSIGNEO ADVISORY SERVICES, LLC
Santa Monica, CA | MIAMI, FL | Beverly Hills, CA
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 | Jun 2, 2026 | n/a | yes | Santa Monica, CA|MIAMI, FL|Beverly Hills, CA | Current employment |
| VECTORGLOBAL IAG, INC. | Former SEC adviser | Nov 21, 2024 | Jun 2, 2026 | no | MIAMI, FL|Beverly Hills, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Mar 31, 2016 | Nov 5, 2024 | no | Beverly Hills, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 1, 2010 | Apr 11, 2016 | no | SAN DIEGO, CA|BEVERLY HILLS, CA | Previous registration |
| UBS INTERNATIONAL INC. | n/a | Jun 3, 2002 | Jan 1, 2010 | no | SAN DIEGO, CA|LOS ANGELES, CA|LOS ANGELES, CA|BEVERLY HILLS, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Apr 3, 2001 | Jun 1, 2002 | no | BEVERLY HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VECTORGLOBAL IAG, INC. | INSIGNEO ADVISORY SERVICES, LLC | Jun 2, 2026 | Jun 2, 2026 | 0 | Bulk transfer | RIA to RIA |
| MORGAN STANLEY | VECTORGLOBAL IAG, INC. | Nov 5, 2024 | Nov 21, 2024 | 16 | Firm change | Wirehouse to RIA |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Apr 11, 2016 | Mar 31, 2016 | -11 | Firm change | Wirehouse to wirehouse |
| UBS INTERNATIONAL INC. | UBS FINANCIAL SERVICES INC. | Jan 1, 2010 | Jan 1, 2010 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | UBS INTERNATIONAL INC. | Jun 1, 2002 | Jun 3, 2002 | 2 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:147129:CA:2024-11-05 | Nov 5, 2024 | Nov 21, 2024 | BEVERLY HILLS, CA | Firm change |
| 8174:149777:CA:2016-04-11 | Apr 11, 2016 | Mar 31, 2016 | BEVERLY HILLS, CA | Firm change |