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
Andres Brik
Feed of 09/14/2026
Also filed as Andres Brik
At current firm
6 y
since Sep 15, 2020
In the industry
15 y
since Nov 15, 2010 (earliest exam, job or registration)
Prior registered firms
2
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 Sep 15, 2020 · Miami, Fl
- UBS Financial Services Inc. wirehouseNov 13, 2015 to Oct 2, 2020 · Coral Gables, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 17, 2010 to Nov 17, 2015 · Coral Gables, Fl
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Insigneo Advisory Services, LLCleft Oct 2, 2020, registered Sep 15, 2020 (-17 days) · Wirehouse to independent RIA · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left Nov 17, 2015, registered Nov 13, 2015 (-4 days) · Wirehouse to wirehouse · moved with a team
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address