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Registered advisor
M••••• P• C••••••
Feed of 09/14/2026
Also filed as Melisa Perez
At current firm
13 y
since Mar 6, 2013
In the industry
20 y
since Apr 2, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Mar 6, 2013 · Houston, Tx
- M••••• S•••••• wirehouseMay 19, 2011 to Feb 15, 2013 · Houston, Tx
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJul 28, 2010 to May 9, 2011 · Houston, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Jul 16, 2010 · Houston, Tx
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedApr 3, 2006 to Oct 23, 2009 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Feb 15, 2013, registered Mar 6, 2013 (19 days) · Wirehouse to wirehouse
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to M••••• S••••••left May 9, 2011, registered May 19, 2011 (10 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jul 16, 2010, registered Jul 28, 2010 (12 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address