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Peter Thomas Perez

Nollenberger Mccullough Investment Advisors LLC

Newport Beach, CA

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Current Employers
Nollenberger Mccullough Investment Advisors Llc

220 Newport Center Drive #11-375, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-12
  • CA RA
    APPROVED
    Since 2026-06-12

Branch Locations

220 Newport Center Drive #11-375, Newport Beach, CA 92660 • 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
Western International Securities, Inc. Pasadena CA 04/2013 05/2018
Nollenberger Investment Management Llc San Francisco CA 02/2013 09/2020
Nollenberger Mccullough Investment Advisors Llc Mill Valley CA 09/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-14
S63 Uniform Securities Agent State Law Examination 2001-05-29
  • S65 Uniform Investment Adviser Law Examination
    2022-07-14
  • S63 Uniform Securities Agent State Law Examination
    2001-05-29

View on SEC IAPD

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