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 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
Alfonso OsorioAmerant Investments, Inc. independent RIAInsigneo Wealth Advisors, LLC mixed wealthRIA to RIAJun 20, 2019Nov 5, 2019 (138 d)
Andres Anastasio SomozaStonex International Advisors Inc independent RIAInsigneo Wealth Advisors, LLC otherOtherMar 1, 2019Mar 13, 2019
Karla Vanessa Marcano CastonRaymond James & Associates, Inc. national BDInsigneo Wealth Advisors, LLC otherOtherJan 25, 2016Mar 11, 2016 (46 d)
Miguel FernandezRBC Capital Markets, LLC national BDInsigneo Wealth Advisors, LLC otherOtherApr 21, 2015May 26, 2015 (35 d)
Leticia Laura SantiagoRBC Capital Markets, LLC national BDInsigneo Wealth Advisors, LLC otherOtherApr 7, 2015Apr 2, 2015
Neer D HodorovRBC Capital Markets, LLC national BDInsigneo Wealth Advisors, LLC otherOtherApr 6, 2015Mar 27, 2015
Roman Feagins ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInsigneo Wealth Advisors, LLC otherOtherMar 26, 2015Apr 13, 2015
Victor Manuel BarrionuevoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInsigneo Wealth Advisors, LLC otherOtherMar 25, 2015Apr 13, 2015
Hernan NosigliaWells Fargo Advisors wirehouseInsigneo Wealth Advisors, LLC otherOtherJan 21, 2015Apr 3, 2015 (72 d)
Jimmy RodriguezNext Financial Group, Inc. otherInsigneo Wealth Advisors, LLC otherOtherNov 18, 2014Jan 26, 2015 (69 d)
Nelson Eddy PortobancoMorgan Stanley wirehouseInsigneo Wealth Advisors, LLC otherOtherApr 28, 2014Jun 9, 2014 (42 d)
Diego P MoscosoMorgan Stanley wirehouseInsigneo Wealth Advisors, LLC otherOtherApr 2, 2014Apr 10, 2014
Vicente Alexander Ferrera AzarakNortheast Asset Management LLC otherInsigneo Wealth Advisors, LLC otherOtherMay 27, 2011Aug 15, 2011 (80 d)
Ahmed RiesgoCredit Suisse Securities (USA) LLC otherInsigneo Wealth Advisors, LLC otherOtherJul 22, 2008May 10, 2010 (657 d)
Manuel MunozMorgan Stanley Dw Inc. unclassifiedInsigneo Wealth Advisors, LLC otherOtherNov 4, 2005Feb 1, 2016 (3741 d)
Page 1 of 1
15 moves match.