DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

JOSE OMAR RODRIGUEZ

Advisor at INSIGNEO ADVISORY SERVICES, LLC

Coral Gables, FL | MIAMI, FL

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:bad89c88-ec1f-cb22-461c-d32ba06efddf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 20, 2004 to Sep 14, 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: Jun 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jun 1, 1995
First registration: May 20, 2004
Dual registered: yes, broker-dealer
Other names: JOSE RODRIGUEZ
IAPD individual key: 2558090

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	Feb 1, 2018	n/a	yes	MIAMI, FL\|Coral Gables, FL	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Feb 1, 2018	no	MIAMI, FL\|TAMPA, FL\|San Antonio, TX\|DORAL, FL\|Miami, FL\|Miami, FL\|Washington, DC\|Coral Springs, FL\|Miami, FL	Previous registration
CITICORP INVESTMENT SERVICES	n/a	May 20, 2004	May 29, 2007	no	MIAMI, FL\|CORAL GABLES, FL	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
CITIGROUP GLOBAL MARKETS INC.	INSIGNEO ADVISORY SERVICES, LLC	Feb 1, 2018	Feb 1, 2018	0	Firm change	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	Other

Relationships

Registered with (3)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Feb 1, 2018 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Feb 1, 2018factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
May 20, 2004 to May 29, 2007factForm ADV

Dated events

No dated event names this entity yet.