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Calixto Perez

Wells Fargo Clearing Services, LLC

Boston, MA

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-11-08
TX RA APPROVED 2023-11-08
  • CT RA
    APPROVED
    Since 2023-11-08
  • TX RA
    APPROVED
    Since 2023-11-08

Branch Locations

125 High St Ste 1359A, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Boston MA 02/2016 06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated( Boston MA 06/2019 04/2022
Bank Of America, N.A. Boston MA 07/2019 04/2022
Eastern Bank Saugus MA 04/2022 11/2023
Wells Fargo Clearing Services, Llc Boston MA 11/2023 Present
  • 02/2016 → 06/2019
    Morgan Stanley
    Boston, MA
  • 06/2019 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated(
    Boston, MA
  • 07/2019 → 04/2022
    Bank Of America, N.A.
    Boston, MA
  • 04/2022 → 11/2023
    Eastern Bank
    Saugus, MA
  • 11/2023 → Present
    Wells Fargo Clearing Services, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-31
S63 Uniform Securities Agent State Law Examination 2001-05-23
  • S66 Uniform Combined State Law Examination
    2016-05-31
  • S63 Uniform Securities Agent State Law Examination
    2001-05-23
Other Names
  • Calixto Perez
  • Calixto Perez
  • Calixto Perez

View on SEC IAPD

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GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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