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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-11-15
NJ RA APPROVED 2015-08-07
  • TX RA
    APPROVED_RES
    Since 2017-11-15
  • NJ RA
    APPROVED
    Since 2015-08-07

Branch Locations

495 Main Street Suite 25, Metuchen, NJ 08840 • United States

Franklin Lakes, NJ • 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
Raymond James Financial Services, Inc. Metuchen NJ 09/2007 Present
Eagle Plans Metuchen NJ 05/2007 Present
Raymond James Financial Services Advisors Inc. Metuchen NJ 08/2015 Present
David J. Perrone Metuchen NJ 08/2015 Present
  • 09/2007 → Present
    Raymond James Financial Services, Inc.
    Metuchen, NJ
  • 05/2007 → Present
    Eagle Plans
    Metuchen, NJ
  • 08/2015 → Present
    Metuchen, NJ
  • 08/2015 → Present
    David J. Perrone
    Metuchen, NJ
Other Businesses

(1)Name of Business: David J Perrone Address: 495 Main St Ste 25, Metuchen, NJ, 08840, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (2)Name of Business: David J Perrone Address: 495 Main St Ste 25, Metuchen, NJ, 08840, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/02/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: get term, whole life and LTC insurance quotes through outside vendor if requested by client (3)Name of Business: DBA david j perrone Address: 495 Main St Ste 25, Metuchen, NJ, 08840, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/28/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I talk to the clients and if they need insurance I get quotes thru BPS (4)Name of Business: Eagle Plans Address: 495 Main St Ste 25, Metuchen, NJ, 08840, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-03
  • S66 Uniform Combined State Law Examination
    2015-08-03

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