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440 Louisiana Street Suite 1240, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-10 |
Branch Locations
18756 Stone Oak Parkway, San Antonio, TX 78258 • United States
440 Louisiana Street Suite 1240, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monex Securities, Inc. | Houston | TX | 04/2015 | 01/2020 |
| Monex Asset Management, Inc. | Houston | TX | 04/2015 | Present |
| Monex Securities, Inc. | Houston | TX | 01/2020 | Present |
MONEX ASSET MANAGEMENT, INC. - YES INVESTMENT RELATED - SAN ANTONIO, TX. - INVESTMENT ADVISER - INSURANCE BROKER/ANALYST - 04/2015 - 40 HOURS/MONTH -40 TRADING HOURS/MONTH - SALE OF INSURANCE PRODUCTS AND CLIENT PORTFOLIO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-10 |
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