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Valerie A Boggs
VALERIE A PEREZ, VALERIE ANN PEREZ, VALERIE ANN SHAW
CRD#: 2957615
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 1803 BROADWAY ST
SAN ANTONIO, TX 78215
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2001 - 2006 (4 years)2 FIRMS2006 - 2009 (3 years)2 FIRMS2009 - Present (15 years)
License(s)

State Registrations

B
Texas 10/23/2009

IA
Texas 10/23/2009

SRO Registrations

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Nasdaq Stock Market

B
New York Stock Exchange

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
1803 BROADWAY ST, SAN ANTONIO, TX 78215
Registered with this firm since 10/23/2009

IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
1803 BROADWAY ST, SAN ANTONIO, TX 78215
Registered with this firm since 10/23/2009

Previous Registration(s)
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IA
01/30/2006 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SAN ANTONIO, TX
B
01/30/2006 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SAN ANTONIO, TX
IA
06/28/2001 - 01/30/2006 MORGAN STANLEY (CRD#:7556) SAN ANTONIO, TX
B
02/07/2001 - 01/30/2006 MORGAN STANLEY DW INC. (CRD#:7556) PURCHASE, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.