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.

Advisor moves

Departures from Insigneo Wealth Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Andres Anastasio SomozaInsigneo Wealth Advisors, LLC independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIADec 3, 2021Dec 17, 2020
Alfonso OsorioInsigneo Wealth Advisors, LLC mixed wealthGlobal Kandor Advisors, LLC no RAUMRIA to a newly registered adviserOct 22, 2020Oct 20, 2020
Guillermo Enrique VernetInsigneo Wealth Advisors, LLC mixed wealthGlobal Kandor Advisors, LLC independent RIARIA to RIAOct 19, 2020Mar 10, 2022 (507 d)
Luis Heliodoro NavasInsigneo Wealth Advisors, LLC mixed wealthInsigneo Advisory Services, LLC otherOtherSep 11, 2020Mar 9, 2018
Manuel MunozInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC BD affiliatedOtherFeb 19, 2019Feb 12, 2019
Christian Pierce WatsonInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC BD affiliatedOtherFeb 19, 2019Feb 15, 2019
Hernan NosigliaInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC otherOtherJan 11, 2019Nov 15, 2017
Leticia Laura SantiagoInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC otherOtherDec 20, 2018Dec 7, 2017
Neer D HodorovInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC otherOtherDec 14, 2018Jan 24, 2018
Jimmy RodriguezInsigneo Wealth Advisors, LLC otherPrivate Portfolio Partners, LLC independent RIAOtherJan 5, 2018Feb 9, 2022 (1496 d)
Vicente Alexander Ferrera AzarakInsigneo Wealth Advisors, LLC otherMiura Investment Advisors, Inc state registeredOtherJul 31, 2017Aug 7, 2018 (372 d)
Moises NudelInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC no RAUMOtherJul 31, 2017Apr 25, 2016
Daniel Alexander MartinezInsigneo Wealth Advisors, LLC otherAdvisory Investor Services LLC mixed wealthOtherJul 31, 2017Feb 14, 2025 (2755 d)
Ahmed RiesgoInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC otherOtherFeb 2, 2017Sep 8, 2016
Victor Manuel BarrionuevoInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC no RAUMOtherNov 18, 2016Apr 27, 2016
Roman Feagins ReedInsigneo Wealth Advisors, LLC otherInsigneo Advisory Services, LLC no RAUMOtherNov 18, 2016Apr 26, 2016
Karla Vanessa Marcano CastonInsigneo Wealth Advisors, LLC otherMorgan Stanley wirehouseOtherApr 25, 2016May 6, 2016
Nelson Eddy PortobancoInsigneo Wealth Advisors, LLC otherMorgan Stanley wirehouseOtherApr 8, 2016Apr 15, 2016
Diego P MoscosoInsigneo Wealth Advisors, LLC otherMorgan Stanley wirehouseOtherOct 7, 2015Oct 12, 2015
Miguel FernandezInsigneo Wealth Advisors, LLC otherMorgan Stanley wirehouseOtherSep 15, 2015Jun 27, 2016 (286 d)
Miguel Luis OrtizInsigneo Wealth Advisors, LLC otherEfg Capital Advisors LLC otherOtherAug 15, 2008Nov 6, 2009 (448 d)
Herbert Anthony KlukasInsigneo Wealth Advisors, LLC otherBolton Global Asset Management otherOtherJun 25, 2003Mar 22, 2010 (2462 d)
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22 moves match.