Carlos Perez is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2025-05-15 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2022-10-05 | 2025-05-16 | — |
| FROST INVESTMENT SERVICES | 2022-01-26 | 2022-10-31 | — |
| FROST INVESTMENT SERVICES | 2019-07-22 | 2021-12-31 | — |
| COMERICA SECURITIES | 2017-06-14 | 2019-07-23 | — |
| RBC CAPITAL MARKETS, LLC | 2016-03-07 | 2017-04-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-04-19 | 2016-03-08 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-12-17 | 2013-05-02 | — |