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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JUAN LEON MUNOZ

Advisor at THE WEALTH CONSULTING GROUP

LAS VEGAS, NV | Cypress, TX

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Search this name across graphsid dfx:ria:8cc597a9-8a66-601a-9c3a-997ab157c34e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 15, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE WEALTH CONSULTING GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 9, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 9, 2008
First registration: Dec 15, 2010
Dual registered: no
Other names: JUAN LEON MUNOZ SAN MARTIN
IAPD individual key: 5527117

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE WEALTH CONSULTING GROUP	Independent wealth	Jan 5, 2026	n/a	yes	Cypress, TX\|LAS VEGAS, NV	Current employment
CG ADVISORY SERVICES	Independent wealth	Jun 14, 2019	Jan 7, 2026	no	WILLIAMSTON, MI\|Cypress, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 29, 2014	Jun 17, 2019	no	SUGAR LAND, TX	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	May 16, 2013	Apr 30, 2014	no	SUGAR LAND, TX	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 15, 2010	Sep 8, 2011	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CG ADVISORY SERVICES	THE WEALTH CONSULTING GROUP	Jan 7, 2026	Jan 5, 2026	-2	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CG ADVISORY SERVICES	Jun 17, 2019	Jun 14, 2019	-3	Firm change	Ibd to RIA
SAGEPOINT FINANCIAL, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 30, 2014	Apr 29, 2014	-1	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	SAGEPOINT FINANCIAL, INC.	Sep 8, 2011	May 16, 2013	616	Firm change after gap	Other

Relationships

Registered with (5)

→ THE WEALTH CONSULTING GROUPRegistered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 14, 2019 to Jan 7, 2026factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Apr 29, 2014 to Jun 17, 2019factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
May 16, 2013 to Apr 30, 2014factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 15, 2010 to Sep 8, 2011factForm ADV

Dated events

Occurred
Jan 7, 2026
Advisor changed firm
Juan Leon Munoz left Cg Advisory Services for The Wealth Consulting Group (registered 2026-01-05)
Form ADVobserved 6 days ago