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Brian Nmi Munoz

Financial Rounds

Cincinnati, OH

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Current Employers
Financial Rounds

4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-21
  • OH RA
    APPROVED
    Since 2025-01-21

Branch Locations

4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ci Doyle Private Wealth, Llc St. Petersburg FL 01/2022 03/2023
Reilly, Fisher & Solomon Tampa FL 01/2011 06/2019
Nova Southeastern University Clearwater FL 05/2018 11/2021
Corient St. Petersburg FL 12/2022 12/2024
Corient Services Llc Miami FL 07/2023 12/2024
Cipw Service Company, Llc Toronto 01/2023 07/2023
Financial Rounds Cincinnati OH 01/2025 Present
  • 01/2022 → 03/2023
    Ci Doyle Private Wealth, Llc
    St. Petersburg, FL
  • 01/2011 → 06/2019
    Reilly, Fisher & Solomon
    Tampa, FL
  • 05/2018 → 11/2021
    Nova Southeastern University
    Clearwater, FL
  • 12/2022 → 12/2024
    St. Petersburg, FL
  • 07/2023 → 12/2024
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 01/2025 → Present
    Cincinnati, OH
Previous Registrations
  • 2023-03-22 → 2024-12-20
    Miami, FL
    St. Petersburg, FL
  • 2022-07-29 → 2023-03-31
    Ci Doyle Private Wealth, Llc
    St. Petersburg, FL
Other Businesses

Brian Munoz is the Owner and Manager of Munoz Advisors. Munoz Advisors is a book keeping and tax prep firm. This activity amounts to 3-10 hours of his time per week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-27
  • S65 Uniform Investment Adviser Law Examination
    2022-07-27
Other Names
  • Brian Munoz

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