DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Cristina Perez

Mindful Millions Management Pllcstate registeredPhoenix, AzIA-onlyIAPD 7002700

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Mar 13, 2025

In the industry

14 y

since Aug 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mindful Millions Management Pllc state registered current
since Mar 13, 2025 · Phoenix, Az
Nectarine no RAUM
Apr 19, 2024 to Aug 3, 2026 · Phoenix, Az
Bayntree Wealth Advisors, LLC independent RIA
May 18, 2022 to Feb 26, 2024 · Scottsdale, Az
Fidelity Personal And Workplace Advisors former
Mar 12, 2021 to Apr 20, 2022 · Salt Lake City, Ut
Vanguard Advisers, Inc. BD affiliated
Dec 2, 2019 to Feb 4, 2021 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Nectarine to Mindful Millions Management Pllc
left Aug 3, 2026, registered Mar 13, 2025 (-508 days) · Other
Bayntree Wealth Advisors, LLC to Nectarine
left Feb 26, 2024, registered Apr 19, 2024 (53 days) · RIA to a newly registered adviser
Fidelity Personal And Workplace Advisors to Bayntree Wealth Advisors, LLC
left Apr 20, 2022, registered May 18, 2022 (28 days) · Affiliated broker-dealer or bank to independent RIA
Vanguard Advisers, Inc. to Fidelity Personal And Workplace Advisors
left Feb 4, 2021, registered Mar 12, 2021 (36 days) · Affiliated broker-dealer or bank to another

Signals

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

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: STATE REGISTEREDderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address