Steven Perez is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-07-28 | present | Yes |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2021-06-04 | — |
| USAA FINANCIAL PLANNING SERVICES | 2014-07-15 | 2018-01-08 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-05-10 | 2013-08-16 | — |
| USAA INVESTMENT SERVICES COMPANY | 2011-02-23 | 2013-05-13 | — |