David Mark Perry

Current Employers

Employment History

• 01/2015 → 09/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2015 → Present
  Pr Wealth Managment Group, Inc.
  East Moline, IL
• 09/2017 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2026 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2005-02-02 → 2015-01-28
  Cetera Investment Advisers Llc
  East Moline, IL
• 2002-06-19 → 2004-01-28
  Ameriprise Financial Services, Llc
  Davenport, IA

Other Businesses

1) PR Wealth Management Group, Inc. Investment related; 990 Avenue of the Cities, Suite 4 East Moline, IL 61244; Registered Investment Adviser; Owner/Investment Advisor Representative; 01/2015; 40 hours per week; 35 hours during securities trading hours; provide investment advisory services. 2) Purshe Kaplan Sterling Investments, Inc.; Investment related; 80 State Street, Albany, NY 12207; Broker-dealer; Registered Representative; 09/2017; Less than 5 hours per month; Less than 5 hours during securities trading hours; sell securities. 3) PR Enterprises, LLC; Not investment related; 990 Avenue of the Cities, Suite 4 East Moline, IL 61244; Real Estate Holdings Entity; Managing Member; 3/2012; Less than 5 hours per month; Less than 5 hours during securities trading hours; No duties, this is a holding entity that currently owns the office building at this address with potential for more properties in the future. 4) Sunrise Professional Condominiums; Not investment related; 990 Avenue of the Cities, Suite 4 East Moline, IL 61244; Condo association for office building; Treasurer/Director; 05/2012; Less than 5 hours per month; Less than 5 hours during securities trading hours; Execute exterior building and property decisions, along with book-keeping and bill paying. 5) Sole Proprietor; Investment related; 990 Avenue of the Cities, Suite 4 East Moline, IL 61244; Insurance; Independent Insurance Agent; 07/2002; Less than 5 hours per month; Less than 5 hours during securities trading hours; selling insurance. 6) David Perry, Notary Public; Not investment-related; 990 Avenue of the Cities, Suite 4 East Moline, IL 61244; Notary public services; Notary Public; 08/2024; Less than 5 hours per month; Less than 5 during securities trading hours; Verify identity of signers, witness execution of documents and complete notarial certificates in accordance with state notary law.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-17

Other Names

• David M Perry