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

Vanessa Nicole Elkins

Insigneo Advisory Services, LLCmixed wealthMiami, Fl dual registrantIAPD 4464748

Feed of 09/14/2026

Also filed as Vanessa Nicole Villarreal

At current firm

0 y

since Jun 4, 2026

In the industry

24 y

since Oct 19, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Insigneo Advisory Services, LLC mixed wealth current
since Jun 4, 2026 · Miami, Fl
Vectorglobal Iag, Inc. former
Nov 4, 2024 to Jun 4, 2026 · Miami, Fl
Morgan Stanley wirehouse
Apr 1, 2016 to Nov 18, 2024 · Beverly Hills, Ca
UBS Financial Services Inc. wirehouse
Jan 1, 2010 to Apr 11, 2016 · San Diego, Ca
UBS International Inc. unclassified
Oct 13, 2003 to Jan 1, 2010 · San Diego, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 14, 2003 to Oct 21, 2003 · Beverly Hills, Ca
Wells Fargo Investments, LLC unclassified
Mar 26, 2002 to Dec 17, 2002 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

Vectorglobal Iag, Inc. to Insigneo Advisory Services, LLC
left Jun 4, 2026, registered Jun 4, 2026 (0 days) · corporate re-registration, not a move
Morgan Stanley to Vectorglobal Iag, Inc.
left Nov 18, 2024, registered Nov 4, 2024 (-14 days) · Wirehouse to independent RIA · moved with a team
UBS Financial Services Inc. to Morgan Stanley
left Apr 11, 2016, registered Apr 1, 2016 (-10 days) · Wirehouse to wirehouse · moved with a team
UBS International Inc. to UBS Financial Services Inc.
left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS International Inc.
left Oct 21, 2003, registered Oct 13, 2003 (-8 days) · Other
Wells Fargo Investments, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 17, 2002, registered Jan 14, 2003 (28 days) · Other

Signals

Vanessa Nicole Elkins left Morgan Stanley for Vectorglobal Iag, Inc. (registered 2024-11-04)
Nov 18, 2024 · 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address