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Marco Antonio Perez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daytona Beach, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-24
  • FL RA
    APPROVED
    Since 2026-08-24

Branch Locations

1616 Concierge Blvd, Daytona Beach, FL 32117 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 06/2024 Present
Truist Financial Corporation Charlotte NC 01/2019 05/2024
Bb&T Wilson NC 05/2018 08/2018
Campbell University Buies Creek NC 08/2017 05/2018
Knights Of Columbus Insurance Raleigh NC 05/2017 08/2017
Campbell University Buies Creek NC 08/2014 12/2018
Lmr Llc Raleigh NC 04/2016 09/2016
  • 06/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Raleigh, NC
  • 01/2019 → 05/2024
    Truist Financial Corporation
    Charlotte, NC
  • 05/2018 → 08/2018
    Bb&T
    Wilson, NC
  • 08/2017 → 05/2018
    Campbell University
    Buies Creek, NC
  • 05/2017 → 08/2017
    Knights Of Columbus Insurance
    Raleigh, NC
  • 08/2014 → 12/2018
    Campbell University
    Buies Creek, NC
  • 04/2016 → 09/2016
    Lmr Llc
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-06
  • S66 Uniform Combined State Law Examination
    2026-07-06
Other Names
  • Marco A Perez

View on SEC IAPD

Other Firms

CHARTER ADVISORY SERVICES, LLC
PRIME CAPITAL FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
BENJAMIN F. EDWARDS & COMPANY, INC.
J.P. MORGAN SECURITIES LLC

Other Investors

MARK EDWARD NICHOLS
SHANNON LEE BARNWELL
JULIAN C LOPEZ
SUSAN O FINLEY
GAGE KASBEER
JESSE KYLE TURNIPSEED
Lucas D Haber
ANN W SNELLINGS

Other Offices

CHARTER ADVISORY SERVICES, LLC · DAYTONA BEACH, FL
PRIME CAPITAL FINANCIAL · Daytona Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · DAYTONA BEACH, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · DAYTONA BEACH, FL
TRUIST ADVISORY SERVICES, INC. · DAYTONA BEACH, FL
EDWARD JONES · DAYTONA BEACH, FL
BENJAMIN F. EDWARDS & COMPANY, INC. · Daytona Beach, FL
J.P. MORGAN SECURITIES LLC · Daytona Beach, FL

More in Daytona Beach, FL

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