MELINDA JANE PERRY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2025-08-06 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2025-08-06 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2022-01-20 | 2025-08-08 | — |
| BOK FINANCIAL SECURITIES, INC. | 2019-08-12 | 2022-01-12 | — |
| CADENT CAPITAL ADVISORS, LLC | 2014-01-08 | 2019-07-26 | — |
| SOWELL FINANCIAL SERVICES, LLC | 2013-06-24 | 2014-07-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-04-22 | 2013-06-11 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2011-09-15 | 2012-06-14 | — |
| BOK FINANCIAL SECURITIES, INC. | 2010-05-27 | 2011-08-26 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-04-04 | 2010-05-18 | — |