Joseph Levi Perry

Current Employers

Employment History

• 01/2018 → 03/2024
  Ascension Health
  Milwaukee, WI
• 09/2016 → 01/2018
  Indiana Primary Healthcare Association
  Indianapolis, IN
• 06/2020 → 10/2024
  American Portfolios Financial Services, Inc.
  Indianapolis, IN
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2020-07-02 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. Perry Financial Group - Insurance sales, tax preparation not investment related, ownership 50% start date 6/2023, 80 hours/month/during market hours 2. PERRY FINANCIAL GROUP POSITION: Agent NATURE: Insurance sales. On occasion we sell a term life policy. We also hold these licenses for annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2023 ADDRESS: 8001 South Meridian Street, Indianapolis IN 46217, United States DESCRIPTION: We rarely engage in this business except for the occasional young client who needs a term life policy. We also hold the insurance licenses in order to manage variable annuities. 3. PERRY FINANCIAL GROUP POSITION: Tax Preparer NATURE: Sole Proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/31/2023 ADDRESS: 8001 South Meridian Street, Indianapolis IN 46217, United States DESCRIPTION: We prepare taxes during tax season. It is usually 20 hours per week for 10 weeks. 4. PREFERRED FINANCIAL GROUP POSITION: Tax Preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 11130 Coldwater Road, Suite 103, Fort Wayne IN 46845, United States DESCRIPTION: Preparing Tax Returns

Exams

• S66 Uniform Combined State Law Examination
  2020-07-01

Other Names

• Joseph Perry