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Advisor at INSIGNEO ADVISORY SERVICES, LLC
MIAMI, FL | Porto
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 | Jul 13, 2026 | n/a | yes | Porto|MIAMI, FL | Current employment |
| VECTORGLOBAL IAG, INC. | Former SEC adviser | May 3, 2023 | Jun 2, 2026 | no | Porto|MIAMI, FL | Previous registration |
| BULLTICK WEALTH MANAGEMENT, LLC | Independent wealth | Dec 5, 2013 | Apr 10, 2023 | no | MIAMI, FL|PORTO | Previous registration |
| BULLTICK WEALTH MANAGEMENT, LLC | Independent wealth | Dec 5, 2013 | Dec 31, 2015 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VECTORGLOBAL IAG, INC. | INSIGNEO ADVISORY SERVICES, LLC | Jun 2, 2026 | Jul 13, 2026 | 41 | Bulk transfer | RIA to RIA |
| BULLTICK WEALTH MANAGEMENT, LLC | VECTORGLOBAL IAG, INC. | Apr 10, 2023 | May 3, 2023 | 23 | Firm change | RIA to RIA |