Robert Bryan Perez

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-05-02

CA RA
APPROVED

Since 2024-05-02

Branch Locations

21680 Gateway Center Dr Bldg A Ste 310, Diamond Bar, CA 91765-2459 • United States

2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245 • United States

West Hills, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Diamond Bar	CA	10/2023	Present
American Dream Homes	Woodland Hills	CA	05/2016	10/2023

10/2023 → Present

Ameriprise Financial Services, Llc

Diamond Bar, CA
05/2016 → 10/2023

American Dream Homes

Woodland Hills, CA

Other Businesses

Real Estate License; Yes / Yes.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-20

S66 Uniform Combined State Law Examination

2024-02-20

Other Names

Bryan Perez

View on SEC IAPD