Joseph Donald Perrini

Current Employers

Employment History

• 08/2016 → 05/2024
  Vmerrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 08/2016 → 05/2024
  Bank Of America, N.A.
  Tampa, FL
• 05/2024 → Present
  Omni Resource Group
  Tampa, FL
• 05/2024 → Present
  Omni Financial Services
  Tampa, FL
• 05/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2019-07-12 → 2024-05-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  New York, NY
  Tampa, FL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 5/2024 APX NUMBER OF HOURS PER WEEK: 7 APX NUMBER OF HOURS DURING TRADING HOURS: 7 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, DISABILITY AND ANNUITIES; 2. NAME OF OTHER BUSINESS: JOSEPH PERRINI; INVESTMENT RELATED: NO; ADDRESS: 404 S WILLOW AVE APT B TAMPA, FL NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 6/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: THIS IS A RENTAL PROPERTY, LANDLORD, RESPONSIBLE FOR COLLECTING RENT AND MAINTENANCE; 3. NAME OF OTHER BUSINESS: THE CONTINUING EDUCATION ACADEMY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TO PROVIDE STATE APPROVED CONTINUING EDUCATION CREDITS FOR LICENSED CONTRACTORS START DATE: 5/2024 POSITION/TITLE/RELATIONSHIP: PARTICIPANT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: INVITING LICENSED CONTRACTORS TO STATE APPROVED CONTINUING EDUCATION CLASSES; 4. NAME OF OTHER BUSINESS: OMNI RESOURCE GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: THIS ENTITY PROVIDES BUSINESS MANAGEMENT CONSULTING SERVICES START DATE: 5/2024 POSITION/TITLE/RELATIONSHIP: BUSINESS CONSULTANT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REFERRING CLIENTS FOR BUSINESS MANAGEMENT CONSULTING SERVICES; 5. NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SALE AND SERVICES OF FIXED AND VARIABLE PRODUCTS START DATE: 5/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 28 BRIEF DESCRIPTION OF DUTIES: SALE AND SERVICES OF FIXED AND VARIABLE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2019-06-20

Other Names

• Joseph Perrini
• Joe Perrini