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Current Employers
Perryman Financial Advisory, Inc.

12221 Merit Dr Ste 1660, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-07-07
  • TX RA
    APPROVED
    Since 2010-07-07

Branch Locations

12221 Merit Dr Ste 1660, Dallas, TX 75251 • United States

8604 Greenville Avenue, Ste 200, Dallas, TX 75243 • 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
Nancy K. Phillips, Pc Dallas TX 10/1985 Present
Perryman Securities, Inc. Dallas TX 01/2004 Present
  • 10/1985 → Present
    Nancy K. Phillips, Pc
    Dallas, TX
  • 01/2004 → Present
    Perryman Securities, Inc.
    Dallas, TX
Other Businesses

1. CPA-PRESIDENT NANCY K. PHILLIPS, PC, 8604 GREENVILLE AVE., STE 200, DALLAS, TX 75243, 10-1985, 160 HRS PER MONTH, 100%. 2. RENTAL PROPERTIES, 48.5% PARTNER, PEAK PROPERTIES, LP, 8604 GREENVILLE AVE., STE 200, DALLAS, TX 75243, LESS THAN 10 HRS PER MONTH, 0%. 3. PEAK PROPERTIES, INC., GENERAL PARTNER OF PEAK PROPERTIES, LP, 50% OWNER, 8604 GREENVILLE AVE., STE 200, DALLAS, TX 75243, 0 HRS PER MONTH. 4. SOLE PROPRIETORSHIP SELLING BEAD NECKLACES AND EARRINGS. 5. ACTS AS A SOLICITOR FOR PERRYMAN INVESTMENT ADVISORS INC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-07-08
  • S63 Uniform Securities Agent State Law Examination
    2002-07-08
Designations
Other Names
  • Nancy Kay Purifoy
  • Nancy Kay Phillips

View on SEC IAPD

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