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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)29 years in industry

ANGEL MANUEL PEREZ

Advisor at LPL FINANCIAL LLC

FOLSOM, CA

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Search this name across graphsid dfx:ria:c715c41f-4ac0-23e5-2c92-5d7dec290cdd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2006 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: LPL FINANCIAL LLC
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: Jul 10, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 10, 1997
First registration: Jan 31, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 2854651

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
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 15, 2020	n/a	yes	FOLSOM, CA	Current employment
IDEAL LIFE FINANCIAL ADVISORS	Former SEC adviser	May 24, 2012	Jul 16, 2020	no	FOLSOM, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 24, 2012	Mar 27, 2013	no	FOLSOM, CA	Previous registration
ONYX WEALTH ADVISORS, INC.	Former SEC adviser	Feb 16, 2011	Dec 31, 2012	no	FOLSOM, CA	Previous registration
QA3 FINANCIAL LLC	n/a	Dec 1, 2009	Feb 11, 2011	no	FOLSOM, CA\|OMAHA, NE	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Jan 31, 2006	Nov 16, 2009	no	FOLSOM, CA	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
IDEAL LIFE FINANCIAL ADVISORS	LPL FINANCIAL LLC	Jul 16, 2020	Apr 15, 2020	-92	Firm change after gap	Other
LPL FINANCIAL LLC	IDEAL LIFE FINANCIAL ADVISORS	Mar 27, 2013	May 24, 2012	-307	Firm change after gap	Other
ONYX WEALTH ADVISORS, INC.	LPL FINANCIAL LLC	Dec 31, 2012	Apr 24, 2012	-251	Firm change after gap	Other
QA3 FINANCIAL LLC	ONYX WEALTH ADVISORS, INC.	Feb 11, 2011	Feb 16, 2011	5	Firm change	Other
1ST GLOBAL ADVISORS INC	QA3 FINANCIAL LLC	Nov 16, 2009	Dec 1, 2009	15	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
164084:6413:CA:2020-07-16	Jul 16, 2020	Apr 15, 2020	FOLSOM, CA	Firm change after gap

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 24, 2012 to Mar 27, 2013factForm ADV
→ IDEAL LIFE FINANCIAL ADVISORSRegistered adviserregistration: previous registration
May 24, 2012 to Jul 16, 2020factForm ADV
→ ONYX WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 16, 2011 to Dec 31, 2012factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 1, 2009 to Feb 11, 2011factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Jan 31, 2006 to Nov 16, 2009factForm ADV

Dated events

No dated event names this entity yet.