Monica S. Cervantes

Current Employers

Employment History

• 12/2019 → 04/2021
  Brent Forrest & Associates, L.L.C.
  San Antonio, TX
• 11/2017 → 12/2019
  Haynie & Co.
  San Antonio, TX
• 07/2017 → 10/2017
  Darilek Butler & Associates
  San Antonio, TX
• 01/2017 → 05/2017
  Dk Partners, Pc
  Austin, TX
• 01/2010 → 05/2017
  University Of The Incarnate Word
  San Antonio, TX
• 05/2021 → 08/2021
  Pax Financial Group
  San Antonio, TX
• 08/2021 → Present
  Pax Financial Group
  San Antonio, TX

Previous Registrations

• 2020-05-12 → 2021-04-07
  Wela Financial Advisory
  San Antonio, TX

Other Businesses

Limited Partner; SOCER LLC; Investment Related: No; Location: 15710 Amador Rio Helotes, TX 78023; Description of the business: Monica advised she is considered a partner of an LLC - her parents opened it to put lottery winnings. She is a limited partner and there are no duties assigned. She does not get any distributions from it. She only gets a K-1 from the account; Responsibilities Duties: No duties assigned; Start date with business: 2020-06-09; Financial Planning Association - San Antonio & South Texas Chapter Board Member Since 01/01/2022 Dean's Advisory Council for the HEB School of Business - University of the Incarnate Word Consultant and Volunteer Since 11/2023 Not Investment Related Guardian House Board Member Since 01/2026 Not Investment Related Frontier Club - San Antonio Stock Show and Rodeo Committee Member Since 01/2021 Not Investment Related Transplants for Children Non Profit Organization Gala Committee Since 09/2025 Not Investment Related Insurance Licensed Life and Health

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-12

Other Names

• Monica Sojo-Cervantes
• Monica Ricks
• Monica Cervantes