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Reading the graph
Advisor at PHILADELPHUS CAPITAL
MISSION VIEJO, CA
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 |
|---|---|---|---|---|---|---|
| PHILADELPHUS CAPITAL | State registered | Nov 20, 2025 | n/a | yes | MISSION VIEJO, CA | Current employment |
| MUNTZ FINANCIAL, LLC | Independent wealth | Jan 13, 2020 | Feb 29, 2024 | no | Marina Del Rey, CA|DOYLESTOWN, PA | Previous registration |
| MUNTZ FINANCIAL, LLC | Independent wealth | Aug 22, 2013 | Aug 28, 2018 | no | DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MUNTZ FINANCIAL, LLC | PHILADELPHUS CAPITAL | Feb 29, 2024 | Nov 20, 2025 | 630 | Firm change after gap | RIA to state RIA |