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Ryan Christopher Perry

Falcon Wealth Planning, Inc.

Ontario, CA

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Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-20
TX RA APPROVED 2021-01-08
  • CA RA
    APPROVED
    Since 2025-10-20
  • TX RA
    APPROVED
    Since 2021-01-08

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Pierce Fenner & Smith Incorporated Upland CA 11/2013 Present
Bank Of America, N.A. Upland CA 12/2013 Present
Merrill Edge Ontario CA 11/2013 01/2021
Falcon Wealth Planning Ontario CA 01/2021 Present
Falcon Wealth Planning, Inc. Ontario CA 01/2021 Present
Previous Registrations
  • 2013-11-13 → 2021-01-04
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Upland, CA
    Upland, CA
    Upland, CA
    Upland, CA
    Upland, CA
    Rancho Cucamonga, CA
    Rancho Cucamonga, CA
    Rancho Cucamonga, CA
    Rancho Cucamonga, CA
    Ontario, CA
    Santa Clarita, CA
    Ontario, CA
  • 2011-09-12 → 2013-10-30
    Msi Financial Services, Inc.
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-16
S63 Uniform Securities Agent State Law Examination 2000-08-09
  • S66 Uniform Combined State Law Examination
    2011-08-16
  • S63 Uniform Securities Agent State Law Examination
    2000-08-09
Designations
Other Names
  • Ryan Christopher Perry
  • Ryan C Perry

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ONTARIO, CA
TRINITY FINANCIAL PARTNERS · ONTARIO, CA
OSAIC WEALTH, INC. · ONTARIO, CA
WELLS FARGO CLEARING SERVICES, LLC · ONTARIO, CA
NEWEDGE ADVISORS · Ontario, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
U.S. BANCORP ADVISORS, LLC · Rancho Cucamonga, CA
LPL FINANCIAL LLC · ONTARIO, CA

More in Ontario, CA

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