# Toni Marie Perez

Toni Marie Perez is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with CPC ADVISORS, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CPC ADVISORS, LLC](https://search.stillhousedata.com/firm/111025) | 2022-11-03 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2022-03-02 | 2023-01-13 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2018-04-20 | 2021-09-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6662088)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6662088.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.