Thomas Eli Perry

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-06-25
FL	RA	APPROVED	2026-05-28
IN	RA	APPROVED	2024-10-11

TX RA
APPROVED_RES

Since 2026-06-25
FL RA
APPROVED

Since 2026-05-28
IN RA
APPROVED

Since 2024-10-11

Branch Locations

Indianapolis, IN • United States

8001 S. Meridian St, Indianapolis, IN 46217 • United States

11130 Coldwater Rd Suite 103, Fort Wayne, IN 46845 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Franciscan University	Steubenville	OH	08/2013	05/2017
Home City Ice	Indianapolis	IN	05/2014	12/2016
Sport-Aide Llc	Indianapolis	IN	05/2017	01/2019
Kelly Services	Indianapolis	IN	01/2019	07/2019
Indianapolis Zoo	Indianapolis	IN	07/2019	12/2022
American Portfolios Financial Services, Inc.	Indianapolis	IN	09/2019	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

08/2013 → 05/2017

Franciscan University

Steubenville, OH
05/2014 → 12/2016

Home City Ice

Indianapolis, IN
05/2017 → 01/2019

Sport-Aide Llc

Indianapolis, IN
01/2019 → 07/2019

Kelly Services

Indianapolis, IN
07/2019 → 12/2022

Indianapolis Zoo

Indianapolis, IN
09/2019 → 10/2024

American Portfolios Financial Services, Inc.

Indianapolis, IN
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2020-03-20 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

1. PERRY FINANCIAL GROUP POSITION: Partner NATURE: Insurance business, life & health INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2023 ADDRESS: 8001 S Meridian St, Indianapolis IN 46217 DESCRIPTION: Selling Life and Health Insurance 3. PREFERRED FINANCIAL GROUP POSITION: Tax Preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2020 ADDRESS: 11130 Coldwater Road, Fort Wayne IN 46845 DESCRIPTION: Preparing tax returns 3. HEAVENLY ACRE HOMESTEAD POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2026 ADDRESS: 3345 S Pennsylvania St, Indianapolis IN 46227, United States DESCRIPTION: Help my wife with raising puppies, rabbits, and bees.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-29

S66 Uniform Combined State Law Examination

2020-02-29

View on SEC IAPD