Patricia Naomi Perez

Bainbridge Island, WA

Claim This Profile

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-04-20
WA	RA	APPROVED	2013-09-25

TX RA
APPROVED_RES

Since 2021-04-20
WA RA
APPROVED

Since 2013-09-25

Branch Locations

900 Winslow Way East Suite 150, Bainbridge Island, WA 98110 • 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

Organization	City	State	From	To
Edward Jones	Bainbridge Island	WA	08/2007	Present

08/2007 → Present

Edward Jones

Bainbridge Island, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-20

S66 Uniform Combined State Law Examination

2013-09-20

Other Names

Patricia N Stanley
Patty Perez
Patty Stanley
Patricia N Perez

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BRACKENWOOD CAPITAL MANAGEMENT, LLC

RBC CAPITAL MARKETS, LLC

J.P. MORGAN SECURITIES LLC

HIDDEN COVE WEALTH MANAGEMENT

AGATE PASS INVESTMENT, LLC

NEW ALCHEMY CAPITAL INVESTMENT MANAGER LLC

Other Investors

JONATHAN SCOTT MINNER

MYKAEL CONNOR GLASS

Jason M Trichler

ROBERT READING BLACK

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BAINBRIDGE ISLAND, WA

BRACKENWOOD CAPITAL MANAGEMENT, LLC · BAINBRIDGE ISLAND, WA

RBC CAPITAL MARKETS, LLC · BAINBRIDGE ISLAND, WA

J.P. MORGAN SECURITIES LLC · BAINBRIDGE ISLAND, WA

HIDDEN COVE WEALTH MANAGEMENT · BAINBRIDGE ISLAND, WA

AGATE PASS INVESTMENT, LLC · BAINBRIDGE ISLAND, WA

MORGAN STANLEY · BAINBRIDGE ISLAND, WA

MORGAN STANLEY · Bainbridge Island, WA

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