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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

MELVIN OVET PEREZ

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Miami, FL

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Search this name across graphsid dfx:ria:9dce2cf7-3d33-dc58-c611-3b3b48df61b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Feb 11, 2004 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 2, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jan 2, 1998
First registration: Feb 11, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 2949598

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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 1, 2026	n/a	yes	Miami, FL	Current employment
PROVENANCE WEALTH ADVISORS	Independent wealth	Jul 6, 2018	Mar 30, 2026	no	MIAMI, FL\|Miami, FL\|FORT LAUDERDALE, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 8, 2017	Aug 25, 2023	no	MIAMI, FL\|Miami, FL\|Miami, FL\|Miami, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Oct 30, 2017	no	CORAL GABLES, FL\|CORAL GABLES, FL\|CORAL GABLES, FL	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Oct 6, 2009	Feb 13, 2013	no	CORAL GABLES, FL	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Mar 9, 2007	Oct 12, 2009	no	MIAMI, FL\|CHARLOTTE, NC	Previous registration
COLONIAL ASSET MANAGEMENT INC	n/a	Jan 27, 2006	Oct 7, 2009	no	MIAMI, FL\|MONTGOMERY, AL\|MIAMI, FL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Feb 11, 2004	Sep 16, 2005	no	CORAL GABLES, FL	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
PROVENANCE WEALTH ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 30, 2026	Apr 1, 2026	2	Firm change	RIA to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	PROVENANCE WEALTH ADVISORS	Aug 25, 2023	Jul 6, 2018	-1,876	Firm change after gap	Other
RAYMOND JAMES & ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 30, 2017	Nov 8, 2017	9	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
UVEST FINANCIAL SERVICES GROUP, INC.	MORGAN KEEGAN & COMPANY, LLC	Oct 12, 2009	Oct 6, 2009	-6	Firm change	Other
COLONIAL ASSET MANAGEMENT INC	UVEST FINANCIAL SERVICES GROUP, INC.	Oct 7, 2009	Mar 9, 2007	-943	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	COLONIAL ASSET MANAGEMENT INC	Sep 16, 2005	Jan 27, 2006	133	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
126529:149018:FL:2026-03-30	Mar 30, 2026	Apr 1, 2026	FORT LAUDERDALE, FL	Firm change
149018:126529:FL:2023-08-25	Aug 25, 2023	Jul 6, 2018	MIAMI, FL	Firm change after gap
705:149018:FL:2017-10-20	Oct 30, 2017	Nov 8, 2017	CORAL GABLES, FL	Firm change

Relationships

Registered with (7)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 8, 2017 to Aug 25, 2023factForm ADV
→ PROVENANCE WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 6, 2018 to Mar 30, 2026factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Oct 30, 2017factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Oct 6, 2009 to Feb 13, 2013factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Mar 9, 2007 to Oct 12, 2009factForm ADV
→ COLONIAL ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Jan 27, 2006 to Oct 7, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 11, 2004 to Sep 16, 2005factForm ADV

Dated events

Occurred
Mar 30, 2026
Advisor changed firm
Melvin Ovet Perez left Provenance Wealth Advisors for Raymond James Financial Services Advisors, Inc (registered 2026-04-01)
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Advisor changed firm
Melvin Ovet Perez left Raymond James Financial Services Advisors, Inc for Provenance Wealth Advisors (registered 2018-07-06)
Form ADVobserved 4 days ago