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
Juan Leon Munoz
Certified Financial Planner
Feed of 09/14/2026
Also filed as Juan Leon Munoz San Martin
At current firm
0 y
since Jan 5, 2026
In the industry
18 y
since Sep 9, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- The Wealth Consulting Group independent RIA currentsince Jan 5, 2026 · Cypress, Tx
- Cg Advisory Services independent RIAJun 14, 2019 to Jan 7, 2026 · Williamston, Mi
- Raymond James Financial Services Advisors, Inc BD affiliatedApr 29, 2014 to Jun 17, 2019 · Sugar Land, Tx
- Sagepoint Financial, Inc. formerMay 16, 2013 to Apr 30, 2014 · Sugar Land, Tx
- Valic Financial Advisors, Inc. BD affiliatedDec 15, 2010 to Sep 8, 2011 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Cg Advisory Services to The Wealth Consulting Groupleft Jan 7, 2026, registered Jan 5, 2026 (-2 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Cg Advisory Servicesleft Jun 17, 2019, registered Jun 14, 2019 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- Sagepoint Financial, Inc. to Raymond James Financial Services Advisors, Incleft Apr 30, 2014, registered Apr 29, 2014 (-1 days) · Other
- Valic Financial Advisors, Inc. to Sagepoint Financial, Inc.left Sep 8, 2011, registered May 16, 2013 (616 days) · Other
Signals
- Juan Leon Munoz left Cg Advisory Services for The Wealth Consulting Group (registered 2026-01-05)Jan 7, 2026 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address