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.

Registered advisor

Demetrio Joselito Munoz

Stirlingshire Investmentsindependent RIANew York, Ny dual registrantIAPD 2401195

Feed of 09/15/2026

Also filed as Demetrio Joselito Munoz

At current firm

0 y

since Mar 25, 2026

In the industry

32 y

since Dec 8, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Stirlingshire Investments independent RIA current
since Mar 25, 2026 · Bellingham, Wa
Oneamerica Securities, Inc. BD affiliated
Dec 19, 2025 to Mar 23, 2026 · Bellingham, Wa
MML Investors Services, LLC BD affiliated
Oct 8, 2024 to Sep 5, 2025 · Bellingham, Wa
Park Avenue Securities LLC BD affiliated
Sep 30, 2020 to Sep 9, 2024 · Los Angeles, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 30, 2016 to Jun 24, 2019 · Santa Clarita, Ca
Vfg Advisors, Inc. former
Jan 11, 2013 to Oct 17, 2016 · Los Angeles, Ca
Esi Financial Advisors independent RIA
Aug 27, 2002 to Sep 25, 2006 · Toluca Lake, Ca

Moves

a registration end followed by a registration begin elsewhere

Oneamerica Securities, Inc. to Stirlingshire Investments
left Mar 23, 2026, registered Mar 25, 2026 (2 days) · Affiliated broker-dealer or bank to independent RIA
MML Investors Services, LLC to Oneamerica Securities, Inc.
left Sep 5, 2025, registered Dec 19, 2025 (105 days) · Affiliated broker-dealer or bank to another
Park Avenue Securities LLC to MML Investors Services, LLC
left Sep 9, 2024, registered Oct 8, 2024 (29 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Park Avenue Securities LLC
left Jun 24, 2019, registered Sep 30, 2020 (464 days) · Wirehouse to affiliated broker-dealer or bank
Vfg Advisors, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 17, 2016, registered Nov 30, 2016 (44 days) · Other
Esi Financial Advisors to Vfg Advisors, Inc.
left Sep 25, 2006, registered Jan 11, 2013 (2300 days) · Other

Signals

Demetrio Joselito Munoz left Oneamerica Securities, Inc. for Stirlingshire Investments (registered 2026-03-25)
Mar 23, 2026 · Advisor changed firm · fact
Demetrio Joselito Munoz left Mml Investors Services, Llc for Oneamerica Securities, Inc. (registered 2025-12-19)
Sep 5, 2025 · Advisor changed firm · fact
Demetrio Joselito Munoz left Park Avenue Securities Llc for Mml Investors Services, Llc (registered 2024-10-08)
Sep 9, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address