Ximena Sophia Silva-Avila

Current Employers

Employment History

• 01/2024 → Present
  Perennial Financial Services
  Los Angeles, CA
• 07/2020 → 01/2024
  Edward Jones
  St. Paul, MN
• 05/2020 → 07/2020
  Self-Employed
  St. Paul, MN
• 01/2017 → 05/2020
  O'ROurke Strategic Consulting
  St. Paul, MN
• 08/2016 → 05/2020
  Macalester College
  St. Paul, MN
• 02/2024 → Present
  Lpl Financial Llc
  Los Angeles, CA

Previous Registrations

• 2020-09-15 → 2024-02-02
  Edward Jones
  St Paul, MN
  St Paul, MN
  Saint Paul, MN
  St Louis, MO
  St Paul, MN
  St Paul, MN

Other Businesses

1)02/02/2024 - Perennial Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 120 Hr/Mth 2)02/02/2024 - Perennial Legacy Insurance Solutions - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 10 Hr/Mth 3)02/02/2024 - Real Estate Rental - Owner - Inv Rel - St. Paul, MN - Start: 03/2024 - 4 Hr/Mth 4)02/02/2024 - Phoenix Capital Group - Contract work with Perennial Financial Services - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Start: 01/2024 - 1 Hr/Mth 5)02/13/2024 - PERENNIAL INVESTMENT ADVISORS, LLC DBA Perennial Financial Services - Inv Related - At Reported Business location(s) - Registered Investment Advisor DBA - Started: 1/30/2024 - 120 Hrs/mo; 30 Hrs During Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6)02/13/2024 - Perennial Investment Advisors, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 1/30/2024 - 120 Hrs/mo; 30 Hrs During Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7)04/09/2024 - Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 4/10/2024 - 10 Hrs/Mo; 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-12

Designations

Other Names

• Sophia Ximena Silva
• Ximena Silva-Avila