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 Insight Securities, Inc.

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
Zuri IdoetaInsight Securities, Inc. mixed wealthEagleview Asset Management, LLC state registeredRIA to a state-registered adviserJul 30, 2026Jul 28, 2026
Simon K ChanInsight Securities, Inc. mixed wealthCetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 8, 2025Jul 8, 2025
Fernando Javier PouInsight Securities, Inc. mixed wealthTlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 13, 2024Nov 25, 2025 (347 d)
Ricardo LlanosInsight Securities, Inc. mixed wealthPrivate Portfolio Of San Diego otherOtherFeb 27, 2024Aug 14, 2024 (169 d)
Anthony FornataleInsight Securities, Inc. mixed wealthCitizens Private Wealth independent RIARIA to RIASep 16, 2022Aug 26, 2022
Kevin Joseph StoutInsight Securities, Inc. mixed wealthFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 28, 2021Aug 6, 2021 (39 d)
Juan Lorenzo De La GarzaInsight Securities, Inc. mixed wealthFutura Asset Advisors LLC otherOtherMar 3, 2021Jan 24, 2013
Geoffrey Paul TullyInsight Securities, Inc. mixed wealthTlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 26, 2020Nov 13, 2020
Augusto German MedalInsight Securities, Inc. mixed wealthInsigneo Advisory Services, LLC mixed wealthRIA to RIAAug 6, 2020Sep 23, 2020 (48 d)
Ignacio Mario SevesoInsight Securities, Inc. mixed wealthInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 7, 2020Jan 1, 2025 (1639 d)
Augusto German Medal TrinidadInsight Securities, Inc. mixed wealthInsigneo Advisory Services, LLC mixed wealthRIA to RIAJul 7, 2020Aug 7, 2020 (31 d)
Melvin SaballosInsight Securities, Inc. mixed wealthVectorglobal Iag, Inc. independent RIARIA to RIAJun 2, 2020Jun 8, 2020
Myrna Estela ChaviraInsight Securities, Inc. mixed wealthPrecise Investment Management, Inc. independent RIARIA to RIAFeb 7, 2020May 2, 2016
Salvador Roberto Diaz-BazanInsight Securities, Inc. mixed wealthInsigneo Advisory Services, LLC mixed wealthRIA to RIADec 3, 2019Mar 4, 2020 (92 d)
Carlos Javier LegaspyInsight Securities, Inc. independent RIAPrecise Investment Management, Inc. independent RIARIA to RIASep 5, 2019Feb 9, 2017
Larry Raphael RozasInsight Securities, Inc. independent RIACitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 3, 2019Nov 1, 2021 (790 d)
Brett Alan BeckerInsight Securities, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJul 30, 2019Aug 6, 2019
Iris SanguinettiInsight Securities, Inc. independent RIAUcap Americas independent RIARIA to RIAApr 22, 2019May 28, 2019 (36 d)
Carmen A VasquezInsight Securities, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseDec 4, 2018Mar 5, 2019 (91 d)
Frederick Maximilian KortInsight Securities, Inc. otherIht Wealth Management LLC independent RIAOtherMay 18, 2018May 21, 2018
Oscar David Flores De ValgazInsight Securities, Inc. otherUcap Americas mixed wealthOtherJun 2, 2017Oct 3, 2018 (488 d)
James Field RudwallInsight Securities, Inc. otherRudwall Wealth Management LLC no RAUMOtherNov 23, 2016Jan 25, 2017 (63 d)
Fermin Alberto MesinaInsight Securities, Inc. otherFirst Brokerage America, L.L.C. unclassifiedOtherJun 24, 2016Jun 28, 2016
Michael Joseph VillanuevaInsight Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 7, 2016Feb 26, 2016
Michael H LegetteInsight Securities, Inc. otherPrimerica Advisors national BDOtherDec 16, 2014Dec 12, 2016 (727 d)
Gaston Ernesto GuerreroInsight Securities, Inc. otherMercantile Capital Advisors, LLC unclassifiedOtherMay 7, 2014Jun 5, 2014
Lesley WinstonInsight Securities, Inc. otherE. A. Horwitz LLC independent RIAOtherMar 28, 2013Sep 1, 2026 (4905 d)
Edward Alan HorwitzInsight Securities, Inc. otherE. A. Horwitz LLC no RAUMOtherMar 28, 2013Nov 19, 2012
Gerald A HorwitzInsight Securities, Inc. otherE. A. Horwitz LLC independent RIAOtherMar 28, 2013Jan 1, 2026 (4662 d)
Mary Kathryn Gerace CarletonInsight Securities, Inc. otherE. A. Horwitz LLC otherOtherMar 28, 2013Mar 25, 2013
Michael Adam BemorasInsight Securities, Inc. otherE. A. Horwitz LLC otherOtherMar 28, 2013Mar 20, 2013
Rene Antonio NegronInsight Securities, Inc. otherEquitable Advisors, LLC national BDOtherApr 26, 2012Aug 8, 2012 (104 d)
Michael S GregoryInsight Securities, Inc. otherChase Investment Services Corp. otherOtherAug 3, 2011Aug 26, 2011
Alexander L RynkovskyInsight Securities, Inc. otherBrokersxpress LLC otherOtherMar 31, 2004Nov 30, 2010 (2435 d)
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34 moves match.