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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

CALIXTO PEREZ

Advisor at WELLS FARGO ADVISORS

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0fa4d2eb-a8da-dba1-b31c-5021222c17a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 31, 2016 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: May 23, 2001
First registration: May 31, 2016
Dual registered: yes, broker-dealer
Other names: CALIXTO PEREZ|Calixto Perez|CALIXTO PEREZ
IAPD individual key: 4266280

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
WELLS FARGO ADVISORS	Wirehouse	Nov 8, 2023	n/a	yes	BOSTON, MA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 2, 2019	Apr 19, 2022	no	BOSTON, MA	Previous registration
MORGAN STANLEY	Wirehouse	May 31, 2016	Jun 26, 2019	no	Boston, MA	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Apr 19, 2022	Nov 8, 2023	568	Firm change after gap	Wirehouse to wirehouse
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 26, 2019	Jul 2, 2019	6	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:7691:MA:2019-06-12	Jun 26, 2019	Jul 2, 2019	BOSTON, MA	Firm change

Relationships

Registered with (3)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Nov 8, 2023 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 2, 2019 to Apr 19, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 31, 2016 to Jun 26, 2019factForm ADV

Dated events

Occurred
Apr 19, 2022
Advisor changed firm
Calixto Perez left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2023-11-08)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0fa4d2eb-a8da-dba1-b31c-5021222c17a3
First observed: May 31, 2016
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CALIXTO PEREZ

Advisor at WELLS FARGO ADVISORS

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0fa4d2eb-a8da-dba1-b31c-5021222c17a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WELLS FARGO ADVISORS

Wirehouse

Nov 8, 2023

n/a

yes

BOSTON, MA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jul 2, 2019

Apr 19, 2022

BOSTON, MA

Previous registration

MORGAN STANLEY

Wirehouse

May 31, 2016

Jun 26, 2019

Boston, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO ADVISORS

Apr 19, 2022

Nov 8, 2023

568

Firm change after gap

Wirehouse to wirehouse

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 26, 2019

Jul 2, 2019

Firm change

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

149777:7691:MA:2019-06-12

Jun 26, 2019

Jul 2, 2019

BOSTON, MA

Firm change