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
Beatrice Francoise Nunez
Feed of 09/15/2026
Also filed as Beatrice Francoise Holmes
At current firm
2 y
since Dec 12, 2023
In the industry
35 y
since May 6, 1991 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Insigneo Advisory Services, LLC mixed wealth currentsince Dec 12, 2023 · Miami, Fl
- Pnc Managed Account Solutions, Inc. formerJan 12, 2022 to Nov 30, 2023 · San Antonio, Tx
- Pnc Wealth Management BD affiliatedSep 20, 2021 to Nov 30, 2023 · San Antonio, Tx
- Pnc Managed Account Solutions, Inc. formerOct 15, 2010 to Dec 31, 2021 · Houston, Tx
- St Johns Wealth Management unclassifiedMay 7, 2010 to Oct 15, 2010 · San Antonio, Tx
- Bbva Compass Investment Solutions, Inc unclassifiedNov 13, 2009 to Mar 15, 2010 · San Antonio, Tx
- Cetera Investment Services LLC formerMay 9, 2001 to Oct 11, 2002 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Pnc Managed Account Solutions, Inc. to Insigneo Advisory Services, LLCleft Nov 30, 2023, registered Dec 12, 2023 (12 days) · RIA to RIA · moved with a team
- Pnc Wealth Management to Pnc Managed Account Solutions, Inc.left Nov 30, 2023, registered Jan 12, 2022 (-687 days) · Affiliated broker-dealer or bank to another · moved with a team
- Pnc Managed Account Solutions, Inc. to Pnc Wealth Managementleft Dec 31, 2021, registered Sep 20, 2021 (-102 days) · Affiliated broker-dealer or bank to another · moved with a team
- St Johns Wealth Management to Pnc Managed Account Solutions, Inc.left Oct 15, 2010, registered Oct 15, 2010 (0 days) · corporate re-registration, not a move
- Bbva Compass Investment Solutions, Inc to St Johns Wealth Managementleft Mar 15, 2010, registered May 7, 2010 (53 days) · corporate re-registration, not a move
- Cetera Investment Services LLC to Bbva Compass Investment Solutions, Incleft Oct 11, 2002, registered Nov 13, 2009 (2590 days) · Other
Signals
- Beatrice Francoise Nunez left Pnc Managed Account Solutions, Inc. for Insigneo Advisory Services, Llc (registered 2023-12-12)Nov 30, 2023 · Advisor changed firm · fact
- Beatrice Francoise Nunez left Pnc Wealth Management for Pnc Managed Account Solutions, Inc. (registered 2022-01-12)Nov 30, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address