# MELINDA JANE PERRY

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROCKEFELLER CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/294197) | 2025-08-06 | present | Yes |
| [ROCKEFELLER FINANCIAL LLC](https://search.stillhousedata.com/firm/291361) | 2025-08-06 | present | Yes |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2022-01-20 | 2025-08-08 | — |
| [BOK FINANCIAL SECURITIES, INC.](https://search.stillhousedata.com/firm/17530) | 2019-08-12 | 2022-01-12 | — |
| [CADENT CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/169704) | 2014-01-08 | 2019-07-26 | — |
| [SOWELL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/127145) | 2013-06-24 | 2014-07-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-04-22 | 2013-06-11 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2011-09-15 | 2012-06-14 | — |
| [BOK FINANCIAL SECURITIES, INC.](https://search.stillhousedata.com/firm/17530) | 2010-05-27 | 2011-08-26 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2005-04-04 | 2010-05-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4626468)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4626468.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.