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4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-21 |
Branch Locations
4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-27 |
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