RG
Rexsor R. Gonzalez
TRUIST ADVISORY SERVICES
HOUSTON, TX 77056
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CRD#: 6413282
RG
Professional summary
Rexsor R Gonzalez, who also goes by Rexsor Rene Gonzalez, Rexsor Gonzalez, Rexsor Rene Gonzalez Jimenez, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Houston, Texas and TRUIST INVESTMENT SERVICES, INC. located in Bellaire, Texas.
Rexsor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Rexsor has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rexsor Rene Gonzalez | Rexsor Gonzalez | Rexsor Rene Gonzalez Jimenez
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RG PROPERTY MANAGEMENT LLC POSITION: Owner NATURE: The LLC will be utilized to manage real estate property rentals. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: Houston TX, United States DESCRIPTION: Owner of the LLC that will hold and manage RE properties. SMOOOTH, INC POSITION: Board of Director Member NATURE: Not for profit focusing on prevention of women violence. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2025 ADDRESS: Houston TX, United States DESCRIPTION: Part of the board of directors and focusing on the operational side of the non-profit and idea for events. R AND R RE DEVELOPMENTS LLC POSITION: Manager NATURE: LLC for the sole purpose of rental of a property in Houston, TX INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2025 ADDRESS: Houston TX, United States DESCRIPTION: This LLC is just for rental purposes, not doing anything outside of just making sure property get leased and if there is any issues we address them.
CRS (Client Relationship Summary) - RIA
Click below to view Rexsor R Gonzalez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 15, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1400 Post Oak Blvd Fl 6, Houston, TX 77056RIA
CRD#: 283390
HOUSTON, TX
Current
August 15, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 6800 West Loop S, Bellaire, TX 77401Office #2: 250 Assay St, Houston, TX 77044Office #3: 1929 Mangum Rd, Houston, TX 77092Office #4: 1400 Post Oak Blvd Fl 6, Houston, TX 77056Office #5: 323 N Sam Houston Pkwy E, Houston, TX 77060Office #6: 22171 Westheimer Pkwy, Katy, TX 77450Office #7: 9467 Fm 1960 Bypass Rd W, Humble, TX 77338Office #8: 9715 Bellaire Blvd Ste D, Houston, TX 77036Office #9: 12591 Westheimer Rd, Houston, TX 77077BD
CRD#: 17499
BELLAIRE, TX
Past
April 23, 2019 - August 12, 2023
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Houston, TX
Past
April 23, 2019 - August 12, 2023
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Houston, TX
Past
June 13, 2016 - April 23, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HOUSTON, TX
Past
June 13, 2016 - April 23, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HOUSTON, TX
Past
January 30, 2015 - June 9, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
CORAL GABLES, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/31/2023)
RR
California(2/18/2025)
RR
Florida(8/15/2023)
RR
Georgia(1/21/2025)
RR
New York(8/15/2023)
RR
North Carolina(10/31/2025)
RR
Ohio(7/2/2025)
RR
Oklahoma(8/15/2023)
RR
Pennsylvania(8/4/2025)
RR
Texas(8/15/2023)
IAR
Texas(8/15/2023)
RR
Virginia(2/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
