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

Arrivals at 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.

AdvisorFromToTypeLeftRegistered
Gonzalo Luis MilianPremier Capital Advisors LLC otherInsigneo Advisory Services, LLC mixed wealthOtherMay 14, 2021Apr 21, 2021
Felipe Caicedo LlanoMorgan Stanley wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMay 12, 2021May 5, 2021
John Joseph RomanachWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMay 10, 2021May 14, 2021
Isadora Melissa Del LlanoWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMay 10, 2021Jul 9, 2021 (60 d)
John LopezWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMay 10, 2021Jun 8, 2021
Adrian LeonAlvarium Investment Managers (US), LLC independent RIAInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 22, 2021Dec 1, 2025 (1684 d)
Nicolas A JimenezWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAApr 22, 2021Apr 24, 2021
Janel Vidal PerezWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAApr 21, 2021Apr 20, 2021
Luis Fernando Garcia-PintoWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAApr 13, 2021Apr 13, 2021
Diana Lorena GazzolaUBS Financial Services Inc. wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAApr 7, 2021Apr 16, 2021
Liliana Borrero AcevedoWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAApr 5, 2021Apr 16, 2021
Ricardo MauliniMorgan Stanley wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMar 24, 2021Apr 27, 2021 (34 d)
Alain GuerraWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMar 22, 2021Mar 16, 2021
Stephen Stanley DudasSecurities America Advisors, Inc. BD affiliatedInsigneo Advisory Services, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAMar 18, 2021Jul 20, 2021 (124 d)
Eduardo Jesus FernandezWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMar 18, 2021Mar 29, 2021
Alberto David LopezWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 8, 2021Jan 1, 2025 (1395 d)
Jose Gustavo AguilarWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMar 5, 2021Mar 19, 2021
Vivian Caridad PinoWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMar 5, 2021Mar 30, 2021
Edward VaronaWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 5, 2021Jan 2, 2026 (1764 d)
Harold Jesus Calveira LeonWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAFeb 24, 2021Apr 28, 2021 (63 d)
Renata Mussalem MachadoEfg Private Wealth Management (Americas) Corp. independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIANov 6, 2020Aug 11, 2021 (278 d)
Luis Antonio EhlersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAOct 27, 2020Nov 16, 2020
Jose Antonio VidalWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAOct 26, 2020Oct 28, 2020
Alan Javier RodriguezWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAOct 26, 2020Oct 28, 2020
Aida Iris VelazquezTruist Advisory Services, Inc. BD affiliatedInsigneo Advisory Services, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAOct 19, 2020Dec 1, 2020 (43 d)
Albert Alexander PhilionUBS Financial Services Inc. wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAOct 2, 2020Sep 1, 2020
Andres BrikUBS Financial Services Inc. wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAOct 2, 2020Sep 15, 2020
Marcelo BorrelliAndbanc Advisory LLC independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIASep 30, 2020Oct 6, 2020
Ana Maria ParraEfg Private Wealth Management (Americas) Corp. independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIASep 17, 2020Oct 6, 2020
Luis Heliodoro NavasInsigneo Wealth Advisors, LLC mixed wealthInsigneo Advisory Services, LLC otherOtherSep 11, 2020Mar 9, 2018
Zoraida Caridad DiazUBS Financial Services Inc. wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAAug 14, 2020Oct 13, 2020 (60 d)
Cristina Beatrice MendezUBS Financial Services Inc. wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAAug 14, 2020Oct 13, 2020 (60 d)
Augusto German MedalInsight Securities, Inc. mixed wealthInsigneo Advisory Services, LLC mixed wealthRIA to RIAAug 6, 2020Sep 23, 2020 (48 d)
Antoine Nabih SoumaMorgan Stanley wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAJul 30, 2020Jul 1, 2020
Miguel Benigno CarrilloUBS Financial Services Inc. wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAJul 20, 2020Aug 10, 2020
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)
Zenia Lisette DelgadoMorgan Stanley wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAJul 2, 2020Jul 1, 2020
Ahsoo AhnMorgan Stanley wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAJul 2, 2020Jul 2, 2020
Azelia Aguilar BetancourtMorgan Stanley wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAJul 2, 2020Jul 10, 2020
Edoardo G RibettiMorgan Stanley wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAMar 19, 2020May 14, 2020 (56 d)
Jonathan SauceAmerant Investments, Inc. independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIAMar 17, 2020Mar 12, 2020
Massiel Rodriguez RomeroWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIADec 23, 2019Jan 16, 2020
Salvador Roberto Diaz-BazanInsight Securities, Inc. mixed wealthInsigneo Advisory Services, LLC mixed wealthRIA to RIADec 3, 2019Mar 4, 2020 (92 d)
Mariana FoersterLoyola Asset Management LLC mixed wealthInsigneo Advisory Services, LLC mixed wealthRIA to RIANov 21, 2019Nov 20, 2019
Leticia Gomes TeixeiraUBS Financial Services Inc. wirehouseInsigneo Advisory Services, LLC mixed wealthWirehouse to independent RIAAug 23, 2019Jan 9, 2020 (139 d)
Mariela Cecilia Arana LandaetaCitigroup Global Markets Inc. BD affiliatedInsigneo Advisory Services, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJul 29, 2019Aug 19, 2019
Angel MendozaAmerant Investments, Inc. independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIAJun 20, 2019Aug 16, 2019 (57 d)
Minerva RodriguezCitigroup Global Markets Inc. BD affiliatedInsigneo Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 1, 2019Mar 27, 2019
Juan Camilo AmadorCitigroup Global Markets Inc. BD affiliatedInsigneo Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 1, 2019Mar 27, 2019
Carlos Edmundo BonadiesCitigroup Global Markets Inc. BD affiliatedInsigneo Advisory Services, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 27, 2019May 8, 2019 (70 d)
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
Jose Alfredo SalazarMorgan Stanley wirehouseInsigneo Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 7, 2019Mar 1, 2019 (53 d)
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
Gerardo Ivan CastilloWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 6, 2018Jul 31, 2018
Jonathan Albert EnderWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 6, 2018Jul 31, 2018
Jorge De ApodacaWells Fargo Advisors wirehouseInsigneo Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 6, 2018Jul 31, 2018
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209 moves match.