DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Angel Ruben Tineo
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Dec 19, 2025
In the industry
17 y
since Nov 15, 2008 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Sanctuary Advisors, LLC BD affiliated currentsince Dec 19, 2025 · Jersey City, Nj
- Citigroup Global Markets Inc. BD affiliatedJul 20, 2023 to Dec 12, 2025 · Long Island City, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 15, 2016 to Jul 24, 2023 · Forest Hills, Ny
- Eagle Strategies LLC BD affiliatedOct 7, 2014 to Sep 29, 2016 · Rego Park, Ny
- Park Avenue Securities LLC BD affiliatedJul 23, 2013 to Dec 19, 2013 · New York, Ny
- Msi Financial Services, Inc. formerMar 18, 2010 to May 16, 2013 · New York, Ny
- Tower Square Securities, Inc. formerMay 27, 2009 to Mar 9, 2010 · Georgetown, Ct
Moves
a registration end followed by a registration begin elsewhere
- Citigroup Global Markets Inc. to Sanctuary Advisors, LLCleft Dec 12, 2025, registered Dec 19, 2025 (7 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left Jul 24, 2023, registered Jul 20, 2023 (-4 days) · Wirehouse to affiliated broker-dealer or bank
- Eagle Strategies LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 29, 2016, registered Nov 15, 2016 (47 days) · Other
- Park Avenue Securities LLC to Eagle Strategies LLCleft Dec 19, 2013, registered Oct 7, 2014 (292 days) · Other
- Msi Financial Services, Inc. to Park Avenue Securities LLCleft May 16, 2013, registered Jul 23, 2013 (68 days) · Other
- Tower Square Securities, Inc. to Msi Financial Services, Inc.left Mar 9, 2010, registered Mar 18, 2010 (9 days) · Other
Signals
- Angel Ruben Tineo left Citigroup Global Markets Inc. for Sanctuary Advisors, Llc (registered 2025-12-19)Dec 12, 2025 · Advisor changed firm · fact
- Angel Ruben Tineo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Citigroup Global Markets Inc. (registered 2023-07-20)Jul 24, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address