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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Leopoldo Enrique Ferris Wallis | Oppenheimer & Co. Inc. BD affiliated | Insigneo Advisory Services, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2026 | Sep 10, 2026 |
| Juan C Londono | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Insigneo Advisory Services, LLC mixed wealth | Wirehouse to independent RIA | Jun 10, 2026 | Jul 9, 2026 |
| Alvaro Felipe Quintero Corredor | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Insigneo Advisory Services, LLC mixed wealth | Wirehouse to independent RIA | Jun 10, 2026 | Jul 9, 2026 |
| Juan Carlos Sanchez Costes | Bbva Global Wealth Advisors, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Apr 29, 2026 | Jun 8, 2026 (40 d) |
| Diego Castillo Escoriaza | Creand Management independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Apr 13, 2026 | Apr 21, 2026 |
| Andrea Constanza Daniela Narbona Letelier | Vectorglobal Iag, Inc. independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Mar 12, 2026 |
| Eduardo Solano Arroyo | Bolton Global Asset Management mixed wealth | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 9, 2026 | Mar 10, 2026 |
| Renato Bersano Rizzatti | Btg Pactual Asset Management US , LLC asset manager | Insigneo Advisory Services, LLC BD affiliated | Other | Jan 20, 2026 | Jan 28, 2026 |
| Renato Bisconcini | Btg Pactual Asset Management US , LLC asset manager | Insigneo Advisory Services, LLC BD affiliated | Other | Jan 20, 2026 | Jan 28, 2026 |
| Juan Clemenza | Citigroup Global Markets Inc. BD affiliated | Insigneo Advisory Services, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2026 | Aug 5, 2026 (215 d) |
| Jose Cabrera | Raymond James & Associates, Inc. national BD | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 18, 2025 |
| Jose Alexis Cabrera | Raymond James & Associates, Inc. national BD | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 18, 2025 |
| Kristina Cabrera | Raymond James & Associates, Inc. national BD | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 19, 2025 |
| Lorenzo Matias Guzman | Seaview Investment Managers LLC asset manager | Insigneo Advisory Services, LLC mixed wealth | Other | Nov 5, 2025 | Jun 17, 2026 (224 d) |
| Lilian Cristina Perez | Kovack Advisors, Inc. BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2025 | Nov 13, 2025 |
| Nicolas Guido Schreiber | Bolton Global Asset Management mixed wealth | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 23, 2025 | Oct 29, 2025 |
| Eduardo Antonio Morales Cruz | Par5 Advisors LLC state registered | Insigneo Advisory Services, LLC BD affiliated | Other | Sep 24, 2025 | Nov 5, 2025 (42 d) |
| Alberto Valdes | Vectorglobal Iag, Inc. independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 26, 2025 | Aug 11, 2025 |
| Maria A Hebditch | Mora Capital Management, LLC independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 22, 2025 | Aug 22, 2025 |
| Mayobanex Martinez | Citigroup Global Markets Inc. BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2025 | Aug 15, 2025 |
| Leandro Rafael Infantino | Jefferies Investment Advisers LLC BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Jul 30, 2025 |
| Nelson David Spiess | Morgan Stanley wirehouse | Insigneo Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 12, 2025 | Jul 29, 2025 |
| Ricardo Roberts | Stonex International Advisors Inc independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2025 | Aug 7, 2025 |
| Jose Manuel Cobian Moran | Stonex International Advisors Inc independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2025 | Aug 5, 2025 |
| Javier Cortina Obregon | Stonex International Advisors Inc independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2025 | Aug 4, 2025 |
| Nicole Estefania Flores Santos | Stonex International Advisors Inc independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2025 | Aug 4, 2025 |
| Jennifer Ramos | Bolton Global Asset Management mixed wealth | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 10, 2025 | Jul 25, 2025 |
| Ariel Materin | Bolton Global Asset Management mixed wealth | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 10, 2025 | Jul 11, 2025 |
| Guillermo Porras | Bci Securities, Inc. mixed wealth | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 12, 2025 | Jun 24, 2025 |
| Lisandro J Chanlatte | Citigroup Global Markets Inc. BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2025 | Jul 10, 2025 (34 d) |
| Marcello Zaffaroni | Sanctuary Advisors, LLC BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | May 15, 2025 |
| Juan Martin Campuzano | Sanctuary Advisors, LLC BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | May 14, 2025 |
| Jose Israel Balmaceda | Edward Jones national BD | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2025 | Jun 9, 2025 |
| Jorge M Oliveira | Oppenheimer & Co. Inc. BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | May 18, 2025 |
| Camilo Januario Ferreira Gomes | Btg Pactual Asset Management US , LLC asset manager | Insigneo Advisory Services, LLC BD affiliated | Other | Apr 30, 2025 | May 16, 2025 |
| Reynaldo Hellmund | Citigroup Global Markets Inc. BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2025 | Apr 1, 2025 |
| Alejandro Rubinstein | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Insigneo Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 16, 2025 | Jan 29, 2025 |
| Esteban Alberto Diaz Fadic | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Insigneo Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 18, 2024 | Oct 31, 2024 |
| Jerry Orosco Orosco | Corient independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2024 | Sep 9, 2024 |
| Jeannie P. Adams | Morgan Stanley wirehouse | Insigneo Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 2, 2024 | Jan 16, 2025 (167 d) |
| Samuel Goihman Benaim | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Insigneo Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2024 | Jun 10, 2024 |
| Patrick Simon | Wells Fargo Advisors wirehouse | Insigneo Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 30, 2024 | Apr 29, 2024 |
| Jason Jimenez | UBS Financial Services Inc. wirehouse | Insigneo Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 12, 2024 | Mar 11, 2025 (333 d) |
| Victor James Hebditch | Advisory Investor Services LLC independent RIA | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 3, 2024 | Apr 11, 2024 |
| Heyneer Ivan Mora | Advisory Investor Services LLC independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Mar 15, 2024 | Mar 18, 2024 |
| Andrea Margaret Hebditch | Advisory Investor Services LLC independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Mar 8, 2024 | Mar 22, 2024 |
| Michael Edward Gonzalez | Osaic Wealth, Inc. BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2024 | Aug 21, 2024 (176 d) |
| Patricia Patricia Holder | Morgan Stanley wirehouse | Insigneo Advisory Services, LLC mixed wealth | Wirehouse to independent RIA | Feb 22, 2024 | Feb 24, 2024 |
| Nicole Marie Spirgatis | Morgan Stanley wirehouse | Insigneo Advisory Services, LLC mixed wealth | Wirehouse to independent RIA | Feb 22, 2024 | Feb 23, 2024 |
| Raily J Diaz-Rodriguez | Popular Securities, LLC mixed wealth | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 9, 2024 | Aug 14, 2024 (187 d) |
| Michael Robert Averett | Bolton Global Asset Management mixed wealth | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Jan 26, 2024 | Feb 23, 2024 |
| Carlos Manuel Asilis | Glovista Investments Puerto Rico unclassified | Insigneo Advisory Services, LLC BD affiliated | Other | Dec 31, 2023 | Feb 24, 2026 (786 d) |
| Kyle M Hernandez | Kovack Advisors, Inc. BD affiliated | Insigneo Advisory Services, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2023 | Jan 9, 2024 |
| Robert H. Moore | Morgan Stanley wirehouse | Insigneo Advisory Services, LLC mixed wealth | Wirehouse to independent RIA | Dec 1, 2023 | Nov 29, 2023 |
| Faride Hezni Yamin Abud | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Dec 1, 2023 | Dec 1, 2023 |
| Beatrice Francoise Nunez | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 12, 2023 |
| Ricardo Ruiz Velez | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 24, 2023 |
| Maria De Las Mercedes Gonzalez | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 11, 2023 |
| Mauricio Castillo | Pnc Wealth Management BD affiliated | Insigneo Advisory Services, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Nov 30, 2023 | Dec 4, 2023 |
| Oscar Eduardo Fernandez Este | Pnc Managed Account Solutions, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 30, 2023 | Dec 1, 2023 |
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209 moves match.