Brent Eric Perry

Employer firm

Piedmont Financial Advisors, LLC CRD 142921

17 advisory clients

Reported services (Item 5G)

Financial planning
TAX PLANNING, INSURANCE REVIEW, ESTATE CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Piedmont Financial Advisors, Llc

Indianapolis, IN • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2007-02-13

IN RA
APPROVED

Since 2007-02-13

Branch Locations

Indianapolis, IN • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Piedmont Financial Advisors, Llc	Indianapolis	IN	12/2006	Present

12/2006 → Present

Piedmont Financial Advisors, Llc

Indianapolis, IN

Previous Registrations

2005-09-15 → 2007-01-23

Treybourne Wealth Planners

Greenwood, IN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-09-14

S65 Uniform Investment Adviser Law Examination

2005-09-14

View on SEC IAPD