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VICTOR JOFFE
VICTOR BELTRAN JOFFE
CRD#: 2168623
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Investment Adviser
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Broker
MONEX ASSET MANAGEMENT, INC.CRD#: 148123 18756 Stone Oak Parkway
San Antonio, TX 78258
MONEX SECURITIES, INC.CRD#: 30362 18756 Stone Oak Parkway
Suite 266
San Antonio, TX 78258
Registration History
19952000200520102015202020252 FIRMS2005 - 2006 (1 year)2 FIRMS2007 - 2012 (4 years)2 FIRMS2012 - 2015 (3 years)IAMONEX ASSET MANAGEMENT, INC. (CRD# 148123)2019 - Present (5 years)BMONEX SECURITIES, INC. (CRD# 30362)2015 - Present (9 years)BIBC INVESTMENTS (CRD# 40286)2006 - 2007 (<1 year)BINTERCONTINENTAL ASSET MANAGEM... (CRD# 22408)1992 - 2005 (13 years)IAMONEX ASSET MANAGEMENT, INC. (CRD# 148123)2015 - 2015 (<1 year)IAINTERCONTINENTAL CONSULTANTS, ... (CRD# 114787)2003 - 2006 (3 years)
License(s)

State Registrations

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California 12/11/2019

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Texas 4/10/2019

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Texas 4/7/2015

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Washington 9/9/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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MONEX ASSET MANAGEMENT, INC. (CRD#:148123)
18756 Stone Oak Parkway, San Antonio, TX 78258
440 LOUISIANA STREET SUITE 1240, HOUSTON, TX 77002
Registered with this firm since 4/10/2019

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MONEX SECURITIES, INC. (CRD#:30362)
18756 Stone Oak Parkway Suite 266, San Antonio, TX 78258
Registered with this firm since 4/7/2015

Previous Registration(s)
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04/07/2015 - 12/31/2015 MONEX ASSET MANAGEMENT, INC. (CRD#:148123) SAN ANTONIO, TX
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01/13/2012 - 05/01/2015 SOUTHWEST SECURITIES, INC. (CRD#:6220) SAN ANTONIO, TX
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01/13/2012 - 05/01/2015 SOUTHWEST SECURITIES, INC. (CRD#:6220) SAN ANTONIO, TX
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07/09/2007 - 01/17/2012 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN ANTONIO, TX
B
07/09/2007 - 01/17/2012 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN ANTONIO, TX
B
12/01/2006 - 05/02/2007 IBC INVESTMENTS (CRD#:40286) SAN ANTONIO, TX
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10/06/2005 - 12/06/2006 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SAN ANTONIO, TX
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10/06/2005 - 12/06/2006 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SAN ANTONIO, TX
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03/18/2003 - 03/06/2006 INTERCONTINENTAL CONSULTANTS, L.L.C. (CRD#:114787) SAN ANTONIO, TX
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01/09/1992 - 10/04/2005 INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (CRD#:22408) SAN ANTONIO, TX
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Broker
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Investment Adviser
Disclosures
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