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RIA / WealthAdvisorCertified Financial Planner14 years in industry

CRISTINA PEREZ

Advisor at MINDFUL MILLIONS MANAGEMENT PLLC

Phoenix, AZ

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Search this name across graphsid dfx:ria:ea0c0539-c898-bbac-1847-01e642975bcf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 2, 2019 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: MINDFUL MILLIONS MANAGEMENT PLLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 19, 2018
First registration: Dec 2, 2019
Dual registered: no
IAPD individual key: 7002700

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
MINDFUL MILLIONS MANAGEMENT PLLC	State registered	Mar 13, 2025	n/a	yes	Phoenix, AZ	Current employment
Nectarine	No RAUM reported	Apr 19, 2024	Aug 3, 2026	no	Phoenix, AZ\|SAN DIEGO, CA	Previous registration
BAYNTREE WEALTH ADVISORS, LLC	Independent wealth	May 18, 2022	Feb 26, 2024	no	SCOTTSDALE, AZ	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 12, 2021	Apr 20, 2022	no	SALT LAKE CITY, UT	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Dec 2, 2019	Feb 4, 2021	no	SCOTTSDALE, AZ	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
Nectarine	MINDFUL MILLIONS MANAGEMENT PLLC	Aug 3, 2026	Mar 13, 2025	-508	Firm change after gap	Other
BAYNTREE WEALTH ADVISORS, LLC	Nectarine	Feb 26, 2024	Apr 19, 2024	53	Firm change	RIA to new firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS	BAYNTREE WEALTH ADVISORS, LLC	Apr 20, 2022	May 18, 2022	28	Firm change	Ibd to RIA
VANGUARD ADVISERS, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 4, 2021	Mar 12, 2021	36	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ MINDFUL MILLIONS MANAGEMENT PLLCRegistered adviserregistration: current employment
Mar 13, 2025 to presentfactForm ADV
→ NECTARINERegistered adviserregistration: previous registration
Apr 19, 2024 to Aug 3, 2026factForm ADV
→ BAYNTREE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 18, 2022 to Feb 26, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 12, 2021 to Apr 20, 2022factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Dec 2, 2019 to Feb 4, 2021factForm ADV

Dated events

Occurred
Aug 3, 2026
Advisor changed firm
Cristina Perez left Nectarine for Mindful Millions Management Pllc (registered 2025-03-13)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2024
Advisor changed firm
Cristina Perez left Bayntree Wealth Advisors, Llc for Nectarine (registered 2024-04-19)
Form ADVobserved 4 days ago
Occurred
Apr 20, 2022
Advisor changed firm
Cristina Perez left Fidelity Personal And Workplace Advisors for Bayntree Wealth Advisors, Llc (registered 2022-05-18)
Form ADVobserved 4 days ago