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

Eduardo Gonzalez Perez

U.S. Bancorp Advisors, LLCBD affiliatedLa Quinta, Ca dual registrantIAPD 7438709

Feed of 09/14/2026

Also filed as Eduardo Gonzalez Perez

At current firm

0 y

since Feb 13, 2026

In the industry

12 y

since Sep 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U.S. Bancorp Advisors, LLC BD affiliated current
since Feb 13, 2026 · La Quinta, Ca
U.S. Bancorp Investments, Inc. former
Apr 18, 2025 to Feb 13, 2026 · La Quinta, Ca
J.P. Morgan Securities LLC wirehouse
Dec 12, 2023 to Apr 12, 2025 · Palm Springs, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 12, 2023 to Apr 3, 2023 · La Quinta, Ca
Wells Fargo Advisors wirehouse
Feb 7, 2022 to Oct 25, 2022 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
J.P. Morgan Securities LLC to U.S. Bancorp Investments, Inc.
left Apr 12, 2025, registered Apr 18, 2025 (6 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLC
left Apr 3, 2023, registered Dec 12, 2023 (253 days) · Wirehouse to wirehouse · moved with a team
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 25, 2022, registered Jan 12, 2023 (79 days) · Wirehouse to wirehouse · moved with a team

Signals

Eduardo Gonzalez Perez left J.P. Morgan Securities Llc for U.S. Bancorp Investments, Inc. (registered 2025-04-18)
Apr 12, 2025 · Advisor changed firm · fact
Eduardo Gonzalez Perez left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2023-12-12)
Apr 3, 2023 · Advisor changed firm · fact
Eduardo Gonzalez Perez left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-01-12)
Oct 25, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address