Perry James Clifton

Current Employers

Employment History

• 11/2008 → 10/2020
  Partnervest Advisory Services
  Santa Barbara, CA
• 07/2009 → Present
  Sorrento Pacific Financial, Llc
  San Jose, CA
• 10/2020 → Present
  Changepath, Llc
  Santa Clara, CA
• 09/1991 → Present
  Heffernan
  Walnut Creek, CA
• 05/2022 → Present
  Strategy Marketplace Llc
  Santa Clara, CA

Previous Registrations

• 2020-10-27 → 2022-05-16
  Creativeone Wealth, Llc
  Santa Clara, CA
  Overland Park, KS
• 2008-11-13 → 2020-11-05
  Partnervest Advisory Services Llc
  San Jose, CA
  Santa Clara, CA
  Santa Barbara, CA
• 2007-03-01 → 2008-11-20
  Silicon Valley Securities, Inc.
  Saratoga, CA
  Saratoga, CA
• 2007-02-02 → 2007-02-26
  Msi Financial Services, Inc.
  Walnut Creek, CA
• 2005-10-04 → 2006-12-06
  Silicon Valley Securities, Inc.
  Saratoga, CA
  San Jose, CA

Other Businesses

NAME OF THE OTHER BUSINESS: PERRY CLIFTON INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: 2445 REBECCA LYNN, SAN CLARA, CA 95050 YOUR POSITION OR TITLE: INSURANCE AGENT NATURE OF THE OTHER BUSINESS: INSURANCE START DATE: 08/03/2009 APPROXIMATE NUMBER OF HOURS/MONTH: 80 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: SALES OF FIXED, INDEX, LIFE, HEALTH, P&C INSURANCE PRODUCTS COMPENSATION: YES

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-26
• S63 Uniform Securities Agent State Law Examination
  1994-03-03