Carl Everest Peruzzotti

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-08-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Various Insurance Carriers For W&R Insurance Agencies	Noank	CT	09/2012	10/2016
Waddell & Reed, Inc	Hamden	CT	09/2012	10/2016
Scf Securities, Inc.	Fresno	CA	10/2016	05/2025
Scf Investment Advisors, Inc.	Fresno	CA	10/2016	05/2025
Lpl Financial Llc	Sarasota	FL	05/2025	06/2025
Vanderbilt Securities, Llc	Woodbury	NY	07/2025	Present
Vanderbilt Advisory Services	Woodbury	NY	07/2025	Present
Independent Financial Group, Llc	Sarasota	FL	06/2025	07/2025

09/2012 → 10/2016

Various Insurance Carriers For W&R Insurance Agencies

Noank, CT
09/2012 → 10/2016

Waddell & Reed, Inc

Hamden, CT
10/2016 → 05/2025

Scf Securities, Inc.

Fresno, CA
10/2016 → 05/2025

Scf Investment Advisors, Inc.

Fresno, CA
05/2025 → 06/2025

Lpl Financial Llc

Sarasota, FL
07/2025 → Present

Vanderbilt Securities, Llc

Woodbury, NY
07/2025 → Present

Vanderbilt Advisory Services

Woodbury, NY
06/2025 → 07/2025

Independent Financial Group, Llc

Sarasota, FL

2025-06-10 → 2025-07-02

Independent Financial Group, Llc

Sarasota, FL

Sarasota, FL

Corpus Christi, TX
2025-05-12 → 2025-06-10

Lpl Financial Llc

Sarasota, FL
2016-10-20 → 2025-05-05

Scf Investment Advisors, Inc.

Noank, CT

San Diego, CA
2012-09-14 → 2016-10-21

Waddell & Reed

Hamden, CT

Noank, CT
2011-05-13 → 2012-09-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI
2009-10-29 → 2011-08-03

Dime Investment Services

Norwich, CT
2007-07-19 → 2009-10-06

Ubs Financial Services Inc.

New London, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-07-18