Dennis Marc Pearlman

Current Employers

Employment History

• 04/2011 → 06/2021
  Case Pearlman Retirement Plan Advisors, Llc
  Fort Myers, FL
• 07/2021 → Present
  Everhart Advisors
  Fort Myers, FL

Previous Registrations

• 2010-12-13 → 2021-10-06
  Case Pearlman Retirement Plan Advisors, Llc
  Fort Myers, FL

Other Businesses

UNDER THE CASE COMPANIES; DENNIS SELLS GROUP HEALTH INS. GROUP AND INDIVIDUAL LIFE,DI,LTC,STD,LTD, GROUP DENTAL AND VISION. 02/2003, AGENT, APPROX 25% AND RETIREMENT PLANS 70%. CITY OF FORT MYERS, FLORIDA GENERAL EMPLOYEES' PENSION PLAN BOARD OF TRUSTEES 2200 SECOND ST, FORT MYERS, FL 33901. DENNIS SERVES AS A TRUSTEE OFFICER OF THE PENSION BOARD. HE DEVOTES 4 HOURS A MONTH TO THE PENSION BOARD WHICH IS DURING SECURITIES TRADING HOURS. HOWEVER, HE DOES NOT PERFORM ANY SECURITIES OR TRADES IN THIS POSITION. HE SERVES AS A TRUSTEE OFFICER WHO PROVIDES ADVICE REGARDING INVESTMENT OPTIONS.---------TERMINATED (NO LONGER SERVES IN THIS ROLE) Manager; Winning Dynamics, LLC; investment related: No; Location: 1316 JAMBALANA LANE FORT MYERS FL 33901 United States; Description of the business: Winning Dynamics, LLC is a non-securities related entity that provides professional development for people in the Southwest Florida Community who seek personal growth as business professionals. Services rendered include but are not limited to consultation on resume construction, personal introductions and relationship building, and event participation. Consulting services include assisting individuals and at times public/governmental entities with media relationships with local radio, TV and print media outlets. Consulting services may include providing guidance to persons considering and or holding elected offices within the Southwest Florida region.; Responsibilities Duties: provides professional development for people in the Southwest Florida Community who seek personal growth as business professionals.; Start date with business: 2019-02-16; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 10; I provide non-securities related consulting services to professionals and or elected officials. Services include speech writing, relationship building, and political strategy development.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-10

Other Names

• Dennis M Pearlman