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Bruno Perez

Raymond James & Associates, Inc.

Orlando, FL

Ocoee, FL

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-08
  • FL RA
    APPROVED
    Since 2022-03-08

Branch Locations

301 East Pine Street Suite 1100, Orlando, FL 32801 • United States

Ocoee, FL • 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
Wells Fargo Bank Na Orlando FL 05/2012 06/2021
Wells Fargo Advisors Llc Orlando FL 04/2014 11/2016
Wells Fargo Clearing Services, Llc Orlando FL 11/2016 06/2021
Raymond James & Associates, Inc. Orlando FL 06/2021 Present
  • 05/2012 → 06/2021
    Wells Fargo Bank Na
    Orlando, FL
  • 04/2014 → 11/2016
    Wells Fargo Advisors Llc
    Orlando, FL
  • 11/2016 → 06/2021
    Wells Fargo Clearing Services, Llc
    Orlando, FL
  • 06/2021 → Present
    Raymond James & Associates, Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-28
S63 Uniform Securities Agent State Law Examination 2014-06-11
  • S65 Uniform Investment Adviser Law Examination
    2022-02-28
  • S63 Uniform Securities Agent State Law Examination
    2014-06-11
Other Names
  • Bruno Perez
  • Bruno Perez
  • Bruno Jr Perez

View on SEC IAPD

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