PAUL PEREZ is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | 2025-07-23 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2025-02-28 | 2025-07-01 | — |
| EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | 2024-02-26 | 2024-10-15 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-12-20 | 2024-02-05 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2016-08-09 | 2017-12-20 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2015-03-27 | 2016-07-19 | — |