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Alfonso Lopez Portillo Martinez

Monex Asset Management, Inc.

Houston, TX

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Current Employers
Monex Asset Management, Inc.

440 Louisiana Street Suite 1240, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-10
  • TX RA
    APPROVED
    Since 2023-05-10

Branch Locations

440 Louisiana Street Suite 1240, Houston, TX 77002 • 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
Monex Securities, Inc. Houston TX 02/2015 05/2020
Monex Securities, Inc. Houston TX 06/2020 Present
Monex Asset Management, Inc. Houston TX 05/2023 Present
  • 02/2015 → 05/2020
    Monex Securities, Inc.
    Houston, TX
  • 06/2020 → Present
    Monex Securities, Inc.
    Houston, TX
  • 05/2023 → Present
    Monex Asset Management, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-06
S63 Uniform Securities Agent State Law Examination 2015-06-03
  • S66 Uniform Combined State Law Examination
    2023-05-06
  • S63 Uniform Securities Agent State Law Examination
    2015-06-03
Other Names
  • Alfonso Lopez Portillo Martinez
  • Alfonso Lopez Portillo

View on SEC IAPD

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