Preston Joseph Perez

Current Employers

Employment History

• 04/2013 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mandeville, LA
• 06/2013 → 06/2018
  Bank Of America, N.A.
  Mandeville, LA
• 06/2018 → Present
  Raymond James & Associates
  Mandeville, LA

Previous Registrations

• 2013-04-17 → 2018-06-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mandeville, LA
  Baton Rouge, LA
• 2009-12-04 → 2013-04-18
  Wells Fargo Clearing Services, Llc
  Baton Rouge, LA
  Metairie, LA
  Mandeville, LA
  New Orleans, LA

Other Businesses

I*99057 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LAKEVIEW SHEPHERD CENTER INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEW ORLEANS, LOUISIANA 70124 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 10/18/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY ROLL WILL BE TO A BOARD MEMBER HELPING TO STEER THE DIRECTION OF THE NON-PROFIT AND WILL NOT BE SPECIFICALLY FINANCE RELATED. I*106834 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: POISSON ROUGE CATERING, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: METAIRIE, LOUISIANA 70002 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/19/2017 NUMBER OF HOURS DEVOTED: 5 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CATERING, COOKING

Exams

• S66 Uniform Combined State Law Examination
  2010-02-05

Other Names

• Preston Perez