John Bennett Petrick

Current Employers

Employment History

• 07/2004 → Present
  Lpl Financial Llc
  Los Angeles, CA
• 06/2017 → Present
  Perennial Financial Services (Perennial Investment Advisors Llc)
  Los Angeles, CA
• 09/2009 → Present
  Perennial Financial & Insurance Services, Llc
  Los Angeles, CA

Previous Registrations

• 2003-03-31 → 2004-07-23
  Ubs Financial Services Inc.
  Beverly Hills, CA

Other Businesses

(1) 04/17/2014 - PERENNIAL FINANCIAL & INSURANCE SERVICES - NON-VARIABLE INSURANCE DBA - PERENNIAL FINANCIAL & INSURANCE SERVICES - CONDUCTING NON VARIABLE INSURANCE UNDER DBA NAME IN COMPLIANCE WITH CA DEPT OF INSURANCE REQUIREMENT - TIME SPENT 5% - LOS ANGELES, CA (2)04/17/2014 - PERENNIAL FINANCIAL SERVICES, LLC - DBA FOR LPL BUSINESS - TIME SPENT 10 HOURS/MONTH - LOS ANGELES, CA. (3) 6/15/2017 - Perennial Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/01/2017 - 80 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 07/12/2017-Perennial Investment Advisors, LLC-investment related-At reported business location(s)-Registered Investment Advisor DBA-IAR-start 07/12/2017- Hours per month 80/ hours during trading 6-I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 01/26/2024 - Perennial Legacy, LLL DBA Perennial Legacy Insurance Solutions - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Founder & Producer - Started: 1/26/2024 - 1 Hr/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-28

Other Names

• John Petrick