# KIMBERLY FRANCES PERREIRA

KIMBERLY FRANCES PERREIRA is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-02-13 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2013-01-04 | 2015-02-18 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2010-06-10 | 2012-12-31 | — |
| [CAWARING FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/142535) | 2009-03-09 | 2010-06-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1998-10-16 | 2004-04-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2983912)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2983912.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.