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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-08 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
13405 Folsom Blvd., Suite 400, Folsom, CA 95630 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey A Perry Insurance & Financial Services, Inc. | Sacramento | CA | 04/2002 | Present |
| Lincoln Financial Securities Corporation | Folsom | CA | 07/2008 | Present |
| Innovation Partners Llc | Charlotte | NC | 10/2024 | Present |
1)JEFFREY A PERRY INSURANCE & FINANCIAL SERVICES,INC, DBA: PERRY FINANCIAL NETWORK, 13405 FOLSOM BLVD., SUITE 400, FOLSOM, CA 95630 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER / AGENT DUTIES: I AM THE AGENCY MANAGER AND RUN THE DAY TO DAY OPERATIONS OF THE COMPANY AS WELL AS OVERSEE ALL MANAGEMENT AND PLANNING OF THE COMPANY. OFFERING ACCIDENT AND HEALTH, TRADITIONAL LIFE INSURANCE, LIFE SETTLEMENTS, PREMIUM FINANCING, DISABILITY INCOME PRODUCTS AND FIXED AND INDEXED ANNUITIES. START DATE: 3/1/2001 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 100 2)JEFFREY PERRY, 3805 COUNTRY PARK DR., ROSEVILLE, CA 95661 CATEGORY: REAL ESTATE MANAGEMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWNS AND MANAGES REAL ESTATE PROPERTIES. START DATE: 6/1/1986 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 3 3)PERRY FINANCIAL NETWORK, 13405 FOLSOM BLVD, SUITE 400, FOLSOM, CA 95630 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LIFE SETTLEMENT BROKERAGE START DATE: 01/2006 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 10 4) AIMCOR ENTERPRISE INSURANCE GROUP 13405 FOLSOM BLVD, BUILDING #400 FOLSOM, CA 95630 CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERS HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED ANNUITIES START DATE: 01/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 WEBSITE ADDRESS: WWW.AIMCOREIG.COM 5) LincoIn Law School of Sacramento; Investment - Not related; 3140 J Street Sacramento, CA 95816; Board member; 06/22/2015; 2 hours pre week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-03 |
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