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Reading the graph
Advisor at MIRAMONTES CAPITAL, LLC
Excondido, CA | NEWPORT BEACH, 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 |
|---|---|---|---|---|---|---|
| MIRAMONTES CAPITAL, LLC | Independent wealth | Jun 15, 2026 | n/a | yes | Excondido, CA|NEWPORT BEACH, CA | Current employment |
| FINANCE WISDOM | State registered | Nov 6, 2024 | Nov 13, 2025 | no | Carlsbad, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCE WISDOM | MIRAMONTES CAPITAL, LLC | Nov 13, 2025 | Jun 15, 2026 | 214 | Firm change | Other |