Joe Oliver Perry

Current Employers

Employment History

• 05/2015 → 03/2017
  Waddell & Reed Inc
  St Paul, MN
• 03/2017 → 02/2022
  Securities America, Inc.
  Edina, MN
• 03/2017 → 02/2022
  Securities America Advisors
  Edina, MN
• 02/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-03-10 → 2022-02-01
  Securities America Advisors, Inc.
  Edina, MN
  Mendota Heights, MN
• 2015-07-07 → 2017-03-16
  Waddell & Reed
  St Paul, MN
  Savage, MN

Other Businesses

1) ALPHA FINANCIAL SERVICES, 3601 Minnesota Dr, Suite 860, Bloomington MN 55435, United States, 03/10/2017, INSURANCE PRODUCER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 5 HR/MO - 5 HR/MO TRADING 2) TAX PREPARATION ASSOCIATES, 3601 Minnesota Dr, Suite 860, Bloomington MN 55435, United States, 01/01/2019, TAX PREPARER, TAX SERVICES, NIR, 20 HR/MO - 10 HR/MO TRADING 3) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) JOE O PERRY - PERRY CONSULTING, Mendota Heights MN 55120, 09/2022, FORENSIC ACCOUNTING OWNER, NIR, 10 HR/MO 5 HR TRADING 5) JOE O PERRY - CUSTOM WOODWORKING, 17819 Fielding Way, Lakeville MN 55044, United States, 09/01/2022, OWNER, CONSTRUCTION/LABOR, NIR, 5 HR/MO - 0 HR/MO TRADING 6) JOE O PERRY, 17819 Fielding Way, Lakeville MN 55044, United States, 12/01/2022, OWNER, REAL ESTATE, NIR, 1 HR/MO - 0 HR/MO TRADING 7) ELESSAR CONSULTING INC., 17819 Fielding Way, Lakeville MN 55044, United States, 09/01/2022, W2 EMPLOYEE, FORENSIC ACCOUNTING/EXPERT WITNESS TESTIMONY/LITIGATION SUPPORT SERVICES, NIR, 15 HR/MO - 5 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2015-07-07