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
Nicholas Patino
Feed of 09/14/2026
At current firm
8 y
since Dec 12, 2017
In the industry
19 y
since Apr 19, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
6
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 Dec 12, 2017 · Miami, Fl
- Insigneo Wealth Advisors, LLC formerDec 23, 2020 to Dec 3, 2021 · Miami, Fl
- Brickell Global Advisory, Inc. unclassifiedDec 2, 2013 to Dec 19, 2017 · Miami, Fl
- Loyola Asset Management LLC otherSep 14, 2010 to Nov 20, 2013 · Coral Gables, Fl
- Western International Securities formerApr 23, 2007 to Dec 31, 2012 · Coral Gables, Fl
Moves
a registration end followed by a registration begin elsewhere
- Insigneo Wealth Advisors, LLC to no registered destinationleft Dec 3, 2021 · Departure, no registered destination
- Brickell Global Advisory, Inc. to Insigneo Advisory Services, LLCleft Dec 19, 2017, registered Dec 12, 2017 (-7 days) · Other
- Loyola Asset Management LLC to Brickell Global Advisory, Inc.left Nov 20, 2013, registered Dec 2, 2013 (12 days) · Other
- Western International Securities to Loyola Asset Management LLCleft Dec 31, 2012, registered Sep 14, 2010 (-839 days) · Other
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address