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Kara Perez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Antonio, TX

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-18
  • TX RA
    APPROVED
    Since 2026-01-18

Branch Locations

1803 Broadway St., San Antonio, TX 78215 • United States

One Bryant Park, New York, NY 10036 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 06/1992 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2005-08-31
  • S66 Uniform Combined State Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2005-08-31
Other Names
  • Kara R. Perez
  • Kara Renee Massa

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
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PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
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