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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

MICHAEL PEREZ JUAREZ

Advisor at VOYA RETIREMENT ADVISORS, LLC

Bulverde, TX | WINDSOR, CT

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Search this name across graphsid dfx:ria:0bd358ee-bdbb-2fe8-2d77-6998c3aa5ad1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VOYA RETIREMENT ADVISORS, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 7, 2008
First registration: Aug 25, 2008
Dual registered: yes, broker-dealer
Other names: MICHAEL P JUAREZ
IAPD individual key: 3135321

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VOYA RETIREMENT ADVISORS, LLC	Other adviser	Dec 2, 2025	n/a	yes	WINDSOR, CT\|Bulverde, TX	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	May 23, 2020	Aug 12, 2025	no	San Antonio, TX\|Westlake, TX\|Bulverde, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jan 2, 2009	Jan 8, 2018	no	SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Aug 25, 2008	Dec 31, 2008	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	VOYA RETIREMENT ADVISORS, LLC	Aug 12, 2025	Dec 2, 2025	112	Firm change	Other
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	May 24, 2020	May 23, 2020	-1	Bulk transfer	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Dec 31, 2008	Jan 2, 2009	2	Bulk transfer	Other

Relationships

Registered with (4)

→ VOYA RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 23, 2020 to Aug 12, 2025factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 2, 2009 to Jan 8, 2018factForm ADV

Dated events

Occurred
Aug 12, 2025
Advisor changed firm
Michael Perez Juarez left Charles Schwab & Co., Inc. for Voya Retirement Advisors, Llc (registered 2025-12-02)
Form ADVobserved 6 days ago