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RIA / WealthAdvisor19 years in industry

MELISSA KRISTINE PEREZ-LEBLANC

Advisor at ANCHOR & OAK WEALTH ADVISORS, LLC

MARCO ISLAND, FL | FULSHEAR, TX

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Search this name across graphsid dfx:ria:40ec2532-83e6-c37c-1c7a-efa94aee0cb6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2007 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: ANCHOR & OAK WEALTH ADVISORS, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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|S65
First exam: Mar 5, 2007
First registration: Mar 7, 2007
Dual registered: no
Other names: MELISSA K PEREZ|MELISSA KRISTINE LEBLANC|MELISSA PEREZ LEBLANC
IAPD individual key: 3227323

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
ANCHOR & OAK WEALTH ADVISORS, LLC	No RAUM reported	Jun 29, 2026	n/a	yes	FULSHEAR, TX\|MARCO ISLAND, FL	Current employment
GLOBAL INVESTMENT ADVISORY	Independent wealth	Dec 15, 2025	Aug 10, 2026	no	MCDONOUGH, GA\|Fulshear, TX	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Jan 21, 2015	Sep 30, 2015	no	Fulshear, TX	Previous registration
GFS ADVISORS LLC	Mixed wealth	Aug 19, 2009	Jan 23, 2013	no	HOUSTON, TX	Previous registration
STANFORD GROUP COMPANY	n/a	Mar 7, 2007	Mar 11, 2009	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, 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
GLOBAL INVESTMENT ADVISORY	ANCHOR & OAK WEALTH ADVISORS, LLC	Aug 10, 2026	Jun 29, 2026	-42	Firm change after gap	RIA to new firm
GIRARD SECURITIES, INC.	GLOBAL INVESTMENT ADVISORY	Sep 30, 2015	Dec 15, 2025	3,729	Firm change after gap	Other
GFS ADVISORS LLC	GIRARD SECURITIES, INC.	Jan 23, 2013	Jan 21, 2015	728	Firm change after gap	Other
STANFORD GROUP COMPANY	GFS ADVISORS LLC	Mar 11, 2009	Aug 19, 2009	161	Firm change	Other

Relationships

Registered with (5)

→ ANCHOR & OAK WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jun 29, 2026 to presentfactForm ADV
→ GLOBAL INVESTMENT ADVISORYRegistered adviserregistration: previous registration
Dec 15, 2025 to Aug 10, 2026factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Jan 21, 2015 to Sep 30, 2015factForm ADV
→ GFS ADVISORS LLCRegistered adviserregistration: previous registration
Aug 19, 2009 to Jan 23, 2013factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Mar 7, 2007 to Mar 11, 2009factForm ADV

Dated events

Occurred
Aug 10, 2026
Advisor changed firm
Melissa Kristine Perez-Leblanc left Global Investment Advisory for Anchor & Oak Wealth Advisors, Llc (registered 2026-06-29)
Form ADVobserved 6 days ago