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Current Employers
Evart, Young & Hobbs Investment Management

3 Lagoon Drive Suite 155, Redwood City, CA 94065 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-09-23
  • CA RA
    APPROVED
    Since 2014-09-23

Branch Locations

3 Lagoon Drive Suite 155, Redwood City, CA 94065 • 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
Seed V Investors Llc Portola Valley CA 03/2020 04/2021
Perez Properties Portola Valley CA 01/1997 Present
Evart, Young & Hobbs Investment Management Redwood City CA 08/1996 Present
Previous Registrations
Other Businesses

PEREZ PROPERTIES 281 VISTA VERDE WAY PORTOLA VALLEY, CA NATURE OR BUSINESS: MANAGING MY REAL ESTATE HOLDINGS TITLE: OWNER START DATE: 1995 HOURS PER MONTH: 20 HOURS DURING SEC. TRADING: 10 DUTIES: MANAGING THE PROPERTIES I OWN

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-23
  • S65 Uniform Investment Adviser Law Examination
    2014-09-23
Other Names
  • Carlos A Perez

View on SEC IAPD

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