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 Advisory Services, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nicolas Guido Schreiber | Insigneo Advisory Services, LLC BD affiliated | Ipg Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2026 | Feb 24, 2026 |
| Diana Lorena Gazzola | Insigneo Advisory Services, LLC BD affiliated | Gentrust independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2025 | Oct 22, 2025 (37 d) |
| Aida Iris Velazquez | Insigneo Advisory Services, LLC BD affiliated | Oppenheimer & Co. Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Sep 15, 2025 |
| Luis Bruzual | Insigneo Advisory Services, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 5, 2025 | Oct 2, 2025 |
| Luis Enrique Jocelyn-Holt | Insigneo Advisory Services, LLC BD affiliated | Ucap Americas mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2025 | Jul 18, 2025 |
| Maria Genoveva Hernandez | Insigneo Advisory Services, LLC BD affiliated | Banorte Asset Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2025 | Jun 23, 2025 |
| Ahmed M Roshdy | Insigneo Advisory Services, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 9, 2025 | May 12, 2025 |
| Jessica Estela Rodriguez | Insigneo Advisory Services, LLC BD affiliated | Bbva Global Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2025 | Jun 2, 2025 (46 d) |
| Massiel Rodriguez Romero | Insigneo Advisory Services, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 31, 2025 | Apr 17, 2025 |
| Nicolas A Jimenez | Insigneo Advisory Services, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 28, 2025 | Aug 19, 2026 (537 d) |
| Patrick Simon | Insigneo Advisory Services, LLC BD affiliated | Aventura Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 12, 2024 | Nov 21, 2024 |
| Roberto Ruiz Velez | Insigneo Advisory Services, LLC BD affiliated | Mora Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 10, 2024 | Dec 16, 2024 (67 d) |
| Jose A Lau | Insigneo Advisory Services, LLC BD affiliated | Bbva Global Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2024 | Oct 10, 2024 |
| Luiz David Xavier Azambuja | Insigneo Advisory Services, LLC BD affiliated | Stonecrest Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2024 | Jan 10, 2025 (101 d) |
| Shmuel Isaac Maya | Insigneo Advisory Services, LLC BD affiliated | Aventura Private Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 4, 2024 | Feb 5, 2025 (154 d) |
| Andrea Jose Bruno | Insigneo Advisory Services, LLC BD affiliated | Aventura Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 4, 2024 | Nov 11, 2024 (68 d) |
| Martin Talmasky Silbert | Insigneo Advisory Services, LLC BD affiliated | Bolton Global Asset Management mixed wealth | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2024 | Sep 9, 2024 |
| Jonathan Sauce | Insigneo Advisory Services, LLC BD affiliated | Amerant Investments, Inc. mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 22, 2024 | Apr 29, 2024 |
| Zenia Lisette Delgado | Insigneo Advisory Services, LLC mixed wealth | Galliott Capital Advisors, LLC independent RIA | RIA to RIA | Mar 5, 2024 | Sep 16, 2024 (195 d) |
| Mauricio Castillo | Insigneo Advisory Services, LLC mixed wealth | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 26, 2024 | Jan 26, 2024 |
| Alan Javier Rodriguez | Insigneo Advisory Services, LLC mixed wealth | Northwestern Mutual Investment Services,LLC no RAUM | Other | Feb 1, 2024 | Mar 28, 2024 (56 d) |
| Ma Esther Palacios De Hernandez | Insigneo Advisory Services, LLC mixed wealth | Bbva Global Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jan 9, 2024 | Mar 6, 2024 (57 d) |
| Faride Hezni Yamin Abud | Insigneo Advisory Services, LLC mixed wealth | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2023 | May 6, 2024 (154 d) |
| Stephen Stanley Dudas | Insigneo Advisory Services, LLC mixed wealth | World Equity Group, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 5, 2023 | Jan 12, 2024 (191 d) |
| Cristina Extremera Abril | Insigneo Advisory Services, LLC mixed wealth | Zink Wealth Solutions LLC state registered | RIA to a state-registered adviser | Jun 12, 2023 | Oct 19, 2022 |
| Manuel Munoz | Insigneo Advisory Services, LLC mixed wealth | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 14, 2023 | Mar 24, 2023 |
| Andres Aguero | Insigneo Advisory Services, LLC mixed wealth | Efg Private Wealth Management (Americas) Corp. mixed wealth | RIA to RIA | Jan 13, 2023 | Oct 12, 2023 (272 d) |
| Ahsoo Ahn | Insigneo Advisory Services, LLC mixed wealth | Galliott Capital Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2023 | Sep 25, 2023 (266 d) |
| Alejandro M Hasegawa | Insigneo Advisory Services, LLC mixed wealth | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Nov 18, 2022 | Dec 6, 2022 |
| Guido Sebastian Sosa | Insigneo Advisory Services, LLC mixed wealth | Morgan Stanley wirehouse | RIA to wirehouse | Jun 22, 2022 | Jul 14, 2022 |
| Nestor J Lopez | Insigneo Advisory Services, LLC mixed wealth | Bradesco Global Advisors asset manager | Other | Apr 14, 2022 | May 5, 2022 |
| Augusto German Medal Trinidad | Insigneo Advisory Services, LLC mixed wealth | Insight Securities, Inc. mixed wealth | RIA to RIA | Mar 7, 2022 | Feb 14, 2022 |
| Francisco Jose Velasco | Insigneo Advisory Services, LLC mixed wealth | Macro Strategy Advisors independent RIA | RIA to RIA | Mar 1, 2022 | Feb 16, 2023 (352 d) |
| Zenia Lisette Delgado | Insigneo Advisory Services, LLC mixed wealth | Galliott Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 1, 2022 | Apr 30, 2021 |
| Ahsoo Ahn | Insigneo Advisory Services, LLC mixed wealth | Galliott Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 1, 2022 | Apr 6, 2021 |
| Yailing Collazo | Insigneo Advisory Services, LLC mixed wealth | Bgv Financial Advisors no RAUM | RIA to a newly registered adviser | Feb 18, 2022 | Dec 1, 2023 (651 d) |
| Augusto German Medal | Insigneo Advisory Services, LLC mixed wealth | Insight Securities, Inc. mixed wealth | RIA to RIA | Jan 27, 2022 | May 15, 2023 (473 d) |
| Antoine Nabih Souma | Insigneo Advisory Services, LLC mixed wealth | Galliott Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 21, 2021 | Apr 5, 2021 |
| Azelia Aguilar Betancourt | Insigneo Advisory Services, LLC mixed wealth | Galliott Capital Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 3, 2021 | Apr 30, 2021 |
| Pablo Antonio Cuevas | Insigneo Advisory Services, LLC mixed wealth | Inveris US LLC other | Other | Apr 5, 2021 | Aug 4, 2026 (1947 d) |
| Ana Maria Parra | Insigneo Advisory Services, LLC mixed wealth | Ucap Americas independent RIA | RIA to RIA | Mar 30, 2021 | Aug 31, 2021 (154 d) |
| Angel Mendoza | Insigneo Advisory Services, LLC mixed wealth | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 1, 2021 | Jul 26, 2021 (147 d) |
| Leticia Gomes Teixeira | Insigneo Advisory Services, LLC mixed wealth | Morgan Stanley wirehouse | RIA to wirehouse | Dec 10, 2020 | Jan 25, 2021 (46 d) |
| Santiago L Copello | Insigneo Advisory Services, LLC mixed wealth | Mora Capital Management, LLC independent RIA | RIA to RIA | Nov 30, 2020 | Jan 9, 2025 (1501 d) |
| Juan Camilo Amador | Insigneo Advisory Services, LLC mixed wealth | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 31, 2019 | Feb 19, 2020 (111 d) |
| Leticia Laura Santiago | Insigneo Advisory Services, LLC mixed wealth | Fortis Private Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Oct 9, 2019 | Oct 2, 2019 |
| Melvin Saballos | Insigneo Advisory Services, LLC mixed wealth | Insight Securities, Inc. independent RIA | RIA to RIA | Sep 9, 2019 | Sep 20, 2019 |
| Ermengarda Palumbo | Insigneo Advisory Services, LLC mixed wealth | Bci Securities, Inc. mixed wealth | RIA to RIA | May 22, 2019 | Oct 7, 2019 (138 d) |
| Jason A. Banks | Insigneo Advisory Services, LLC mixed wealth | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 16, 2019 | May 5, 2022 (1115 d) |
| Neer D Hodorov | Insigneo Advisory Services, LLC BD affiliated | Magen Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 7, 2019 | Jan 22, 2019 |
| Ilya Vaneiev Rodriguez | Insigneo Advisory Services, LLC BD affiliated | Santander Securities BD affiliated | Affiliated broker-dealer or bank to another | Jun 19, 2018 | Feb 13, 2020 (604 d) |
| Augusto German Medal | Insigneo Advisory Services, LLC BD affiliated | Insight Securities, Inc. other | Other | May 8, 2018 | May 7, 2018 |
| Augusto German Medal Trinidad | Insigneo Advisory Services, LLC BD affiliated | Insight Securities, Inc. other | Other | May 8, 2018 | Apr 11, 2018 |
| Ignacio Mario Seveso | Insigneo Advisory Services, LLC other | Insight Securities, Inc. other | Other | Jan 22, 2018 | Apr 16, 2018 (84 d) |
| Victor Manuel Barrionuevo | Insigneo Advisory Services, LLC other | Wells Fargo Advisors wirehouse | Other | Nov 29, 2016 | Nov 28, 2016 |
| Roman Feagins Reed | Insigneo Advisory Services, LLC other | Wells Fargo Advisors wirehouse | Other | Nov 29, 2016 | Nov 28, 2016 |
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56 moves match.