Mark Lyle Perilman

Current Employers

Employment History

• 08/1993 → 01/2025
  Lincoln Financial Advisors Corporation
  Pittsburgh, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Canonsburg, PA

Previous Registrations

• 2002-07-15 → 2025-01-24
  Osaic Fa, Inc.
  Canonsburg, PA
  Canonsburg, PA

Other Businesses

1)MARK PERILMAN POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 1 START DATE: 08/01/1993 ADDRESS: 370 Southpointe Boulevard, Suite 200, Canonsburg, PA 15317 DESCRIPTION: Solicitation and sales of fixed insurance business; enhance access to quality product for my clients. 2)LIFE SETTLEMENTS AND INDEXED ANNUITIES POSITION: Agent/Broker NATURE: Life Settlements/Indexed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 1 START DATE: 1/1/2012 ADDRESS: 370 Southpointe Boulevard, Suite 200, Canonsburg, PA 15317 DESCRIPTION: Sell Indexed Annuities and place life settlements as appropriate. 3. ROBERT M. RODRIGUES FUND (THROUGH PITTSBURGH FOUNDATION) POSITION: Board Member/ Treasurer NATURE: Scholarship/Community Fund INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 1 START DATE: 03/01/2012 ADDRESS: 370 Southpointe Boulevard, Suite 200, Canonsburg, PA 15317 DESCRIPTION: New duty April 2015: Serve as a Trustee on the fund. They would like me to be Treasurer. An account has been set up with PNC and all of the statements would go to me. There is going to be a call for donations via the teacher's LinkedIn account. We will meet via Google Hangout when we are not able to meet directly. 4. TRUSTEE FOR KRAVITZ ESTATE POSITION: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 1 START DATE: 07/31/2022 ADDRESS: 370 Southpointe Boulevard, Suite 200, Canonsburg, PA 15317 DESCRIPTION: Act as Trustee of co-Trustee only if many people before me don't do it or have died.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-04-27

Designations