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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

NICHOLAS PATINO

Advisor at INSIGNEO ADVISORY SERVICES, LLC

Coral Gables, FL | MIAMI, FL

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Search this name across graphsid dfx:ria:f1a03c72-e3e1-dbc9-2b64-2765e945e998

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 23, 2007 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: Apr 19, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Exams: S66
First exam: Apr 19, 2007
First registration: Apr 23, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 4946369

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	Dec 12, 2017	n/a	yes	MIAMI, FL\|Coral Gables, FL	Current employment
INSIGNEO WEALTH ADVISORS, LLC	Former SEC adviser	Dec 23, 2020	Dec 3, 2021	no	MIAMI, FL	Previous registration
BRICKELL GLOBAL ADVISORY, INC.	n/a	Dec 2, 2013	Dec 19, 2017	no	MIAMI, FL	Previous registration
LOYOLA ASSET MANAGEMENT LLC	Other adviser	Sep 14, 2010	Nov 20, 2013	no	CORAL GABLES, FL	Previous registration
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	Apr 23, 2007	Dec 31, 2012	no	Coral Gables, FL\|PASADENA, CA\|PASADENA, CA\|MIAMI, FL\|Campbell, CA	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
INSIGNEO WEALTH ADVISORS, LLC	n/a	Dec 3, 2021	n/a	n/a	Departure no registered destination	Departure
BRICKELL GLOBAL ADVISORY, INC.	INSIGNEO ADVISORY SERVICES, LLC	Dec 19, 2017	Dec 12, 2017	-7	Firm change	Other
LOYOLA ASSET MANAGEMENT LLC	BRICKELL GLOBAL ADVISORY, INC.	Nov 20, 2013	Dec 2, 2013	12	Firm change	Other
WESTERN INTERNATIONAL SECURITIES	LOYOLA ASSET MANAGEMENT LLC	Dec 31, 2012	Sep 14, 2010	-839	Firm change after gap	Other

Relationships

Registered with (5)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Dec 12, 2017 to presentfactForm ADV
→ INSIGNEO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 23, 2020 to Dec 3, 2021factForm ADV
→ BRICKELL GLOBAL ADVISORY, INC.Registered adviserregistration: previous registration
Dec 2, 2013 to Dec 19, 2017factForm ADV
→ LOYOLA ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 14, 2010 to Nov 20, 2013factForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
Apr 23, 2007 to Dec 31, 2012factForm ADV

Dated events

No dated event names this entity yet.