Theodore Perez

Employer firm

Tax Favored Retirement CRD 298519

$41.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 10/2021
  Cetera Advisor Networks Llc
  Leawood, KS
• 08/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 12/2019 → 06/2020
  Liberty Public School District
  Liberty, MO
• 01/2020 → Present
  Tp3 Holdings Inc
  Leawood, KS
• 06/2016 → 09/2021
  Harrison Capital Management
  Leawood, KS
• 06/2021 → 10/2021
  Elevation Advisory Partners, Llc
  Longwood, FL
• 10/2021 → Present
  Aps Ventures, Llc
  Gladstone, MO

Previous Registrations

• 2021-06-03 → 2021-10-12
  Elevation Advisory Partners Llc
  Orlando, FL

Other Businesses

(1) NAME OF OTHER BUSINESS: TP3 HOLDINGS INC; INVESTMENT RELATED: NO; ADDRESS: 11111 NAIL AVE STE 202; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: OWNER; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/2021; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS DISABILITY, LONG TERM CARE AND PROPERTY & CASUALTY;

Exams

• S66 Uniform Combined State Law Examination
  2019-12-23
• S63 Uniform Securities Agent State Law Examination
  2006-06-26

Other Names

• Theodore Perez
• Theodore Perez