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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NY | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 04/2014 | 01/2021 |
| Santander Securities, Llc | Dorchester | MA | 05/2014 | 01/2021 |
| Waddell & Reed, Inc. | Staten Island | NY | 01/2021 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Red Bank | NJ | 01/2021 | 07/2021 |
| Perillo Wealth Management Llc | Red Bank | NJ | 03/2021 | 07/2021 |
| Lpl Financial Llc | Staten Island | NY | 07/2021 | Present |
01/2021-PRESENT; VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES; RED BANK, NJ; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT. 3/6/2021 - PRESENT, PERILLO WEALTH MANAGEMENT LLC; RED BANK, NJ; OWNER; NOT INVESTMENT RELATED; 1 HOUR PER MONTH 0 HOURS DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-13 |
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