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Advisor at ARAGON CAPITAL LLC
Monterrey | FORT LAUDERDALE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ARAGON CAPITAL LLC | Independent wealth | Nov 18, 2024 | n/a | yes | Monterrey|FORT LAUDERDALE, FL | Current employment |
| Corient | Independent wealth | Aug 1, 2023 | Sep 25, 2024 | no | San Antonio, TX|MIAMI, FL | Previous registration |
| INTERCONTINENTAL WEALTH ADVISORS, LLC | Former SEC adviser | Jun 21, 2016 | Aug 2, 2023 | no | SAN ANTONIO, TX | Previous registration |
| INTERCONTINENTAL WEALTH ADVISORS, LLC | Former SEC adviser | Feb 23, 2016 | Jun 7, 2016 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Corient | ARAGON CAPITAL LLC | Sep 25, 2024 | Nov 18, 2024 | 54 | Firm change | RIA to RIA |
| INTERCONTINENTAL WEALTH ADVISORS, LLC | Corient | Aug 2, 2023 | Aug 1, 2023 | -1 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 114787:319448:TX:2023-08-02 | Aug 2, 2023 | Aug 1, 2023 | SAN ANTONIO, TX | Firm change |