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
Miguel Benigno Carrillo
Feed of 09/14/2026
Also filed as Miguel B Carrillo
At current firm
6 y
since Aug 10, 2020
In the industry
28 y
since Apr 13, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Insigneo Advisory Services, LLC mixed wealth currentsince Aug 10, 2020 · Miami, Fl
- UBS Financial Services Inc. wirehouseJan 1, 2010 to Jul 20, 2020 · Coral Gables, Fl
- UBS International Inc. unclassifiedJun 3, 2002 to Jan 1, 2010 · Coral Gables, Fl
- UBS Financial Services Inc. wirehouseApr 13, 1998 to Jun 1, 2002 · Coral Gables, Fl
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Insigneo Advisory Services, LLCleft Jul 20, 2020, registered Aug 10, 2020 (21 days) · Wirehouse to independent RIA
- UBS International Inc. to UBS Financial Services Inc.left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move
- UBS Financial Services Inc. to UBS International Inc.left Jun 1, 2002, registered Jun 3, 2002 (2 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address