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

Guillermo Porras

Insigneo Advisory Services, LLCmixed wealthMiami, Fldual registrantIAPD 4946605

Feed of 09/14/2026

Also filed as Guillermo Porras

At current firm

1 y

since Jun 24, 2025

In the industry

19 y

since Sep 23, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 24, 2025 · Miami, Fl
Bci Securities, Inc. mixed wealth
Jan 3, 2024 to Jun 12, 2025 · Miami, Fl
Efg Capital International Corp. former
Apr 30, 2021 to Jul 13, 2021 · Miami, Fl
Efg Private Wealth Management (Americas) Corp. mixed wealth
Dec 23, 2019 to Jul 6, 2022 · Miami, Fl
Efg Capital Advisors Inc. former
Jul 11, 2016 to Feb 22, 2019 · Miami, Fl
Efg Capital Advisors LLC former
Nov 28, 2011 to Nov 6, 2014 · Miami, Fl
Morgan Stanley wirehouse
Jun 1, 2009 to Oct 6, 2011 · Miami, Fl
Citigroup Global Markets Inc. BD affiliated
Mar 28, 2007 to Jun 1, 2009 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

Bci Securities, Inc. to Insigneo Advisory Services, LLC
left Jun 12, 2025, registered Jun 24, 2025 (12 days) · RIA to affiliated broker-dealer or bank
Efg Private Wealth Management (Americas) Corp. to Efg Capital International Corp.
left Jul 6, 2022, registered Apr 30, 2021 (-432 days) · Other · moved with a team
Efg Capital International Corp. to Bci Securities, Inc.
left Jul 13, 2021, registered Jan 3, 2024 (904 days) · Other
Efg Capital Advisors Inc. to Efg Private Wealth Management (Americas) Corp.
left Feb 22, 2019, registered Dec 23, 2019 (304 days) · RIA to RIA · moved with a team
Efg Capital Advisors LLC to Efg Capital Advisors Inc.
left Nov 6, 2014, registered Jul 11, 2016 (613 days) · channel change inside one enterprise, not a move
Morgan Stanley to Efg Capital Advisors LLC
left Oct 6, 2011, registered Nov 28, 2011 (53 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

Guillermo Porras left Bci Securities, Inc. for Insigneo Advisory Services, Llc (registered 2025-06-24)
Jun 12, 2025 · Advisor changed firm · fact
Guillermo Porras left Efg Private Wealth Management (Americas) Corp. for Efg Capital International Corp. (registered 2021-04-30)
Jul 6, 2022 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address