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Alison Laine Perez

Edward Jones

Grand Forks, ND

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-17
ND RA APPROVED 2024-09-03
  • TX RA
    APPROVED_RES
    Since 2024-12-17
  • ND RA
    APPROVED
    Since 2024-09-03

Branch Locations

4303 S Columbia Rd Ste 101, Grand Forks, ND 58201-0000 • 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
Invest Financial Corporation Grand Forks ND 10/2010 02/2018
Lpl Financial Llc Grand Forks ND 02/2018 08/2024
Edward Jones St Louis MO 08/2024 Present
American Federal Bank Grand Forks ND 09/2010 08/2024
  • 10/2010 → 02/2018
    Invest Financial Corporation
    Grand Forks, ND
  • 02/2018 → 08/2024
    Lpl Financial Llc
    Grand Forks, ND
  • 08/2024 → Present
    Edward Jones
    St Louis, MO
  • 09/2010 → 08/2024
    American Federal Bank
    Grand Forks, ND
Previous Registrations
  • 2018-02-14 → 2024-09-12
    Lpl Financial Llc
    Grand Forks, ND
    Northwood, ND
    Ada, MN
  • 2011-07-05 → 2018-02-14
    Invest Financial Corporation
    Grand Forks, ND
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-27
  • S66 Uniform Combined State Law Examination
    2011-06-27
Designations
Other Names
  • Alison L Knudson
  • Alison L Perez

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Other Investors

CARTER JAMES JOHNSEN
Jon Andersson Broden
Justin Allan Brooks
Jason Maynard Barta
Aaron Carl Meyer
BRIAN JAMES THOMPSON
Cole Wigestrand
PAUL DANA JOHNSON

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · GRAND FORKS, ND
LPL FINANCIAL LLC · GRAND FORKS, ND
LPL FINANCIAL LLC · GRAND FORKS, ND
THRIVENT INVESTMENT MANAGEMENT INC. · GRAND FORKS, ND
EDWARD JONES · GRAND FORKS, ND
EDWARD JONES · GRAND FORKS, ND
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GRAND FORKS, ND
MORGAN STANLEY · GRAND FORKS, ND

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