Steven Tamio Monji

Current Employers

Employment History

• 03/2008 → 12/2023
  Monji And Associates, Llc
  San Clemente, CA
• 11/2014 → 09/2025
  Avantax Financial Services, Inc.
  San Clemente, CA
• 02/2017 → 09/2025
  Avantax Insurance Agency, Inc.
  San Clemente, CA
• 10/2020 → Present
  Advantage Tax & Wealth
  Anaheim, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Irvine, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-09-11 → 2025-09-05
  Avantax Advisory Services
  Anaheim, CA
  Irvine, CA
  Dallas, TX

Other Businesses

1) Access Life International Inc 2112 Via Aguila San Clement CA 92673 Accounting Services/Tax Preparation Other 12/1/2018 2hrs~1hrs Responsible, for payroll, bookkeeping, misc 2) DELTA DENTAL POSITION: Agent NATURE: Dental and eye insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2021 ADDRESS: 800 S Harbor Blvd, Suite 255, Anaheim CA 92805, DESCRIPTION: sign up family and clients for dental insurance 3) ADVANTAGE TAX & WEALTH POSITION: Owner NATURE: Meet with clients and help them with investment needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 10/30/2020 ADDRESS: 800 S Harbor Blvd, Suite 255, Anaheim CA 92805, DESCRIPTION: Marketing, accounting, book keeping

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-01-31
• S65 Uniform Investment Adviser Law Examination
  2015-08-27

Other Names

• Steven T Monji