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Advisor at INSIGNEO ADVISORY SERVICES, LLC
Houston, TX | MIAMI, 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 | Jun 4, 2026 | n/a | yes | Houston, TX|MIAMI, FL | Current employment |
| VECTORGLOBAL IAG, INC. | Former SEC adviser | Apr 28, 2017 | Jun 2, 2026 | no | HOUSTON, TX|MIAMI, FL | Previous registration |
| ALTERNA WEALTH MANAGEMENT, INC. | Independent wealth | Dec 2, 2011 | Dec 7, 2016 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VECTORGLOBAL IAG, INC. | INSIGNEO ADVISORY SERVICES, LLC | Jun 2, 2026 | Jun 4, 2026 | 2 | Bulk transfer | RIA to RIA |
| ALTERNA WEALTH MANAGEMENT, INC. | VECTORGLOBAL IAG, INC. | Dec 7, 2016 | Apr 28, 2017 | 142 | Firm change | Other |