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Montrice Lanae Robinson
MONTRICE La'Nae PERRY, MONTRICE PERRY, Montrice LaNae Perry
CRD#: 6888890
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 Atlanta, GA
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2021 (3 years)2 FIRMS2023 - Present (2 years)
License(s)

State Registrations

B
Alabama 1/3/2024

B
New Hampshire 1/3/2024

B
Connecticut 1/3/2024

B
New Jersey 1/31/2023

B
Delaware 1/3/2024

B
New York 2/4/2023

B
District of Columbia 2/6/2023

B
North Carolina 1/3/2024

B
Florida 1/30/2023

B
Ohio 1/4/2024

B
Georgia 1/30/2023

B
Pennsylvania 1/31/2023

IA
Georgia 1/30/2023

B
Puerto Rico 2/14/2023

B
Indiana 1/3/2024

B
Rhode Island 2/1/2023

B
Kentucky 1/3/2024

B
South Carolina 2/1/2023

B
Maine 1/30/2023

B
Tennessee 1/30/2023

B
Maryland 1/31/2023

B
Texas 1/30/2023

B
Massachusetts 1/30/2023

B
Vermont 1/30/2023

B
Michigan 1/3/2024

B
Virginia 1/30/2023

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

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)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
Atlanta, GA
Registered with this firm since 1/30/2023

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
Atlanta, GA
Registered with this firm since 1/27/2023

Previous Registration(s)
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IA
04/03/2018 - 05/06/2021 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) ATLANTA, GA
B
03/05/2018 - 05/06/2021 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) ATLANTA, GA
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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.