Robbie Leo Perry

Current Employers

Employment History

• 12/2005 → 04/2019
  Transamerica Agency Network
  Danville, KY
• 07/2015 → 07/2024
  Transamerica Financial Advisors, Inc.
  Campbellsville, KY
• 12/2017 → 10/2018
  Subway Restaurants 50% Ownership
  Danville, KY
• 12/2005 → 07/2024
  United Financial Services
  Baltimore, MD
• 11/2020 → 07/2024
  Perry Wealth Management Llc
  Stanford, KY
• 02/2021 → 07/2024
  Perry Wealth Management, Llc Dba "Perry & Associates Insurance"
  Stanford, KY
• 11/2022 → Present
  Robbie & Regina Perry
  Stanford, KY
• 02/2023 → 02/2023
  Robbie & Regina Perry Rental Purchase Of 613 Hwy 2141, Stanford,
  Stanford, KY
• 07/2024 → 11/2024
  Pruco Securities, Llc
  Stanford, KY
• 07/2024 → Present
  The Prudential Insurance Company Of America
  Stanford, KY
• 11/2024 → Present
  Lpl Enterprise, Llc
  Stanford, KY

Previous Registrations

• 2024-07-09 → 2024-11-14
  Pruco Securities, Llc.
  Stanford, KY
  Columbus, OH
  Stanford, KY
• 2019-01-29 → 2024-07-11
  Transamerica Financial Advisors, Llc
  Standford, KY
  Cedar Rapids, IA
  Lexington, KY
  American Fork, UT
  Campbellsville, KY

Other Businesses

1) 12/12/2024- Perry & Associates Insurance- Non-Variable Insurance- write all Health products through American Senior Benefits, LLC- INV Related- At Stanford, KY- Start date 07/08/2024- 60 HRS MTH- 20 HRS During Trading 2) 12/12/2024- Perry & Associates Insurance- Non-Variable Insurance- Write final expense products through american senior benefits, LLC- At Stanford, KY- Start date 07/05/2024- 30 HRS MTH- 10 HRS During Trading 3) 12/11/2024- Perry & Associates Insurance- Property and Casualty- Write Property & Casualty insurance through my affiliation with Agency Network of Ky- At Stanford, KY- Start date 03/15/2021- 30 HRS MTH- 25 HRS During Trading 4) 12/11/2024 - Robbie & Regina Perry - Real Estate Rental - buying a duplex that we rent the duplex with 2 units - INV Related - At Stanford, KY - Start Date 11/15/2022 - 10hrs/mth - 5hrs During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-21
• S63 Uniform Securities Agent State Law Examination
  2015-10-13