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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-15 |
| NJ | RA | APPROVED | 2015-08-07 |
Branch Locations
495 Main Street Suite 25, Metuchen, NJ 08840 • United States
Franklin Lakes, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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