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Adrian Perez

Ameriprise Financial Services, LLC

Coral Gables, FL

Miami Lakes, FL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-30
  • FL RA
    APPROVED
    Since 2025-04-30

Branch Locations

2 Alhambra Plz Ste 750, Coral Gables, FL 33134 • United States

Miami Lakes, 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
Edward Jones St. Louis MO 04/2022 08/2024
Allstate Miami FL 06/2019 12/2021
Yogusto Miami FL 11/2016 06/2019
Unemployed Miami FL 10/2010 11/2016
Peg(Agency Of Edward Jones) St Louis MO 12/2021 04/2022
Ameriprise Financial Services, Llc Coral Gables FL 04/2025 Present
Unemployed Miami Lakes FL 08/2024 04/2025
  • 04/2022 → 08/2024
    Edward Jones
    St. Louis, MO
  • 06/2019 → 12/2021
    Allstate
    Miami, FL
  • 11/2016 → 06/2019
    Yogusto
    Miami, FL
  • 10/2010 → 11/2016
    Unemployed
    Miami, FL
  • 12/2021 → 04/2022
    Peg(Agency Of Edward Jones)
    St Louis, MO
  • 04/2025 → Present
    Ameriprise Financial Services, Llc
    Coral Gables, FL
  • 08/2024 → 04/2025
    Unemployed
    Miami Lakes, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-16
  • S66 Uniform Combined State Law Examination
    2025-01-16

View on SEC IAPD

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MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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