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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

CRISTINA BEATRICE MENDEZ

Advisor at INSIGNEO ADVISORY SERVICES, LLC

MIAMI, FL | Coral Gables, FL | Miami, FL

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Search this name across graphsid dfx:ria:cf63bef6-0783-283e-86ef-4e04802f4970

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2000 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: Oct 15, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 15, 1998
First registration: Oct 1, 2000
Dual registered: yes, broker-dealer
Other names: CRISTY PEREZ|CRISTINA PEREZ|CRISTINA BEATRICE PEREZ|CRISTINA BEATRIZ DURAND|CRISTINA BEATRICE DURAND
IAPD individual key: 3090999

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	Oct 13, 2020	n/a	yes	Coral Gables, FL\|MIAMI, FL\|Miami, FL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 19, 2011	Aug 14, 2020	no	MIAMI, FL\|Miami, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Sep 26, 2011	no	Miami, FL	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Apr 4, 2006	May 29, 2007	no	MIAMI, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 1, 2000	Apr 7, 2006	no	MIAMI, FL\|MIAMI, 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
UBS FINANCIAL SERVICES INC.	INSIGNEO ADVISORY SERVICES, LLC	Aug 14, 2020	Oct 13, 2020	60	Firm change	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Sep 26, 2011	Sep 19, 2011	-7	Firm change	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	Other
WELLS FARGO ADVISORS	CITICORP INVESTMENT SERVICES	Apr 7, 2006	Apr 4, 2006	-3	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
8174:282589:FL:2020-08-14	Aug 14, 2020	Oct 13, 2020	MIAMI, FL	Firm change

Relationships

Registered with (5)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Oct 13, 2020 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 19, 2011 to Aug 14, 2020factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Sep 26, 2011factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Apr 4, 2006 to May 29, 2007factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 1, 2000 to Apr 7, 2006factForm ADV

Dated events

No dated event names this entity yet.