Investment adviser representative · Endeavor Advisors LLC
Cristina Perez
CRD 7002700 · Phoenix, AZ
At a glance
Cristina Perez is an investment adviser representative with Endeavor Advisors LLC in Phoenix, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cristina’s SEC record dates to 2019, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Endeavor Advisors LLCSince September 2026Phoenix, AZ · $114M in regulatory assets
- Mindful Millions Management PllcSince March 2025Phoenix, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Cristina’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Endeavor Advisors LLC
- Lucas T. BarnardPhoenix
- Charles H. LuongPhoenix
- Quang N. PhamPhoenix
Every advisor at Endeavor Advisors LLC →Endeavor Advisors LLC: assets, clients and custodians →Financial advisors in Phoenix, AZ →Every Endeavor Advisors LLC advisor in Phoenix →Advisor Moves: who changed firms this week →