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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cleveland | OH | 04/2005 | 06/2024 |
| W. Robert Perkins Iv | Cleveland | OH | 03/2006 | Present |
| Securities America Advisors, Inc. | Highland Heights | OH | 09/2010 | 06/2024 |
| Osaic Wealth, Inc. | Chagrin Falls | OH | 06/2024 | Present |
W. ROBERT PERKINS IV POSITION: Agent NATURE: INSURANCE SALES, FIXED INSURANCE SALES- AGENT- INVESTMENT RELATED- START DATE: 5/2006 LOCATED AT 547 WASHINGTON ST; CHAGRIN FALLS, OH 44022-4436 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2006 ADDRESS: 547 Washington St, Chagrin Falls OH 44022, United States DESCRIPTION: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-25 |
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