Evelyn Steinman Perez

Current Employers

Employment History

• 10/2019 → 12/2022
  Mpwm Advisory Solutions, Llc
  Alpharetta, GA
• 03/2019 → 09/2019
  Financial Innovations, Llc
  Atlanta, GA
• 09/2012 → 03/2019
  N/A
  Alpharetta, GA
• 01/2023 → Present
  Mpwm Advisory Soultions, Llc
  Alpharetta, GA
• 10/2019 → Present
  Lpl Financial, Llc
  Alpharetta, GA

Other Businesses

1- 10/15/2021 - Mayer Private Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2- 10/20/2021 - Mpwm Advisory Solutions LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/2021 - 160 hours per month/ 8 hours during trading - I provide administrative support to Mpwm Advisory Solutions LLC, an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 01/28/2026 - Outside/W-2 Employment - Paid caregiver - Not Investment Related - Home Based - Start Date 02/06/2026 - 30 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25

Other Names

• Evelyn Elaine Steinman
• Lynn Elaine Steinman