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Andrew John Perez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Jacksonville, FL

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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 2020-09-21
FL RA APPROVED 2020-09-11
  • TX RA
    APPROVED
    Since 2020-09-21
  • FL RA
    APPROVED
    Since 2020-09-11

Branch Locations

Jacksonville, FL • United States

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • 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
Fidelity Brokerage Services Llc Jacksonville FL 11/2018 08/2019
State Farm Jacksonville FL 07/2014 10/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 02/2020 Present
Pro Unlimited Jacksonville FL 09/2019 09/2019
Unemployed Jacksonville FL 10/2019 02/2020
  • 11/2018 → 08/2019
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 07/2014 → 10/2018
    State Farm
    Jacksonville, FL
  • 02/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 09/2019 → 09/2019
    Pro Unlimited
    Jacksonville, FL
  • 10/2019 → 02/2020
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-09
S63 Uniform Securities Agent State Law Examination 2019-02-12
  • S66 Uniform Combined State Law Examination
    2020-09-09
  • S63 Uniform Securities Agent State Law Examination
    2019-02-12
Other Names
  • Andrew John Perez
  • Andrew Perez

View on SEC IAPD

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