# Carlos Perez

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2025-05-15 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2022-10-05 | 2025-05-16 | — |
| [FROST INVESTMENT SERVICES](https://search.stillhousedata.com/firm/286129) | 2022-01-26 | 2022-10-31 | — |
| [FROST INVESTMENT SERVICES](https://search.stillhousedata.com/firm/286129) | 2019-07-22 | 2021-12-31 | — |
| [COMERICA SECURITIES](https://search.stillhousedata.com/firm/17079) | 2017-06-14 | 2019-07-23 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2016-03-07 | 2017-04-25 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-04-19 | 2016-03-08 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-12-17 | 2013-05-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6066746)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6066746.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.