# Diana Kay Perez

Diana Kay Perez is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2023-02-14 | present | Yes |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2023-02-14 | 2024-03-15 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2022-07-04 | 2023-01-09 | — |
| [PRIVATE CLIENT SERVICES, LLC](https://search.stillhousedata.com/firm/120222) | 2019-11-06 | 2022-06-21 | — |
| [ROBERT W. BAIRD & CO. INCORPORATED](https://search.stillhousedata.com/firm/8158) | 2019-10-18 | 2019-11-06 | — |
| [J.J.B. HILLIARD, W.L. LYONS, LLC](https://search.stillhousedata.com/firm/453) | 2017-12-01 | 2019-10-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4510699)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4510699.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.