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

Javier Rivero

Insigneo Advisory Services, LLCmixed wealthMiami, Fldual registrantIAPD 4498023

Feed of 09/14/2026

Also filed as Javier Rivero

At current firm

8 y

since Mar 27, 2018

In the industry

24 y

since Mar 22, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Chief of Advisor Experience, Executive Directorreportedinsigneo.comfirm site, Sep 15, 2026
Professional profile: insigneo.com/team/javier-riveroreportedinsigneo.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Insigneo Advisory Services, LLC mixed wealth current
since Mar 27, 2018 · Miami, Fl
Dynasty Wealth Management, LLC asset manager
Aug 30, 2016 to Feb 26, 2018 · New York, Ny
Brickell Global Advisory, Inc. unclassified
Mar 14, 2014 to Mar 7, 2016 · Miami, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 7, 2011 to Mar 5, 2014 · Miami, Fl
Wells Fargo Advisors wirehouse
Mar 2, 2005 to Sep 6, 2011 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

Dynasty Wealth Management, LLC to Insigneo Advisory Services, LLC
left Feb 26, 2018, registered Mar 27, 2018 (29 days) · Other
Brickell Global Advisory, Inc. to Dynasty Wealth Management, LLC
left Mar 7, 2016, registered Aug 30, 2016 (176 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Brickell Global Advisory, Inc.
left Mar 5, 2014, registered Mar 14, 2014 (9 days) · Other
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Sep 6, 2011, registered Sep 7, 2011 (1 days) · Wirehouse to wirehouse

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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address