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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

JOSE ALFREDO SALAZAR

Advisor at INSIGNEO ADVISORY SERVICES, LLC

MIAMI, FL

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Search this name across graphsid dfx:ria:c7c94f40-e0fe-575d-1cee-342f689874b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 7, 1999 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: Jan 7, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 14, 1999
First registration: Jan 7, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 3134109

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	Mar 1, 2019	n/a	yes	MIAMI, FL	Current employment
MORGAN STANLEY	Wirehouse	Feb 6, 2014	Jan 7, 2019	no	Coral Gables, FL\|Miami, FL	Previous registration
UBS INTERNATIONAL INC.	n/a	Jun 3, 2002	Nov 17, 2003	no	CORAL GABLES, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 7, 1999	Jun 1, 2002	no	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
MORGAN STANLEY	INSIGNEO ADVISORY SERVICES, LLC	Jan 7, 2019	Mar 1, 2019	53	Firm change	Wirehouse to ibd
UBS INTERNATIONAL INC.	MORGAN STANLEY	Nov 17, 2003	Feb 6, 2014	3,734	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	UBS INTERNATIONAL INC.	Jun 1, 2002	Jun 3, 2002	2	Bulk transfer	Other

Relationships

Registered with (4)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Mar 1, 2019 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 6, 2014 to Jan 7, 2019factForm ADV
→ UBS INTERNATIONAL INC.Registered adviserregistration: previous registration
Jun 3, 2002 to Nov 17, 2003factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 7, 1999 to Jun 1, 2002factForm ADV

Dated events

No dated event names this entity yet.