Perry James Johnson

Current Employers

Employment History

• 03/2012 → 02/2025
  Trilogy Financial Services
  West Covina, CA
• 03/2012 → 11/2017
  National Planning Corporation
  West Covina, CA
• 02/2016 → 02/2025
  Trilogy Capital, Inc.
  West Covina, CA
• 11/2017 → 02/2025
  Lpl Financial Llc
  West Covina, CA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2024 → Present
  The Financial Collective
  Pasadena, CA
• 12/2024 → Present
  Sovran Advisors Llc
  Pasadena, CA

Previous Registrations

• 2016-02-05 → 2025-02-19
  Trilogy Capital, Inc.
  West Covina, CA
  Irvine, CA
• 2017-11-29 → 2017-12-31
  Lpl Financial Llc
  West Covina, CA
• 2013-05-28 → 2017-11-29
  National Planning Corporation
  West Covina, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 01/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 2. Name of other business: Fixed insurance with various companies Investment related: Yes Address: same as registered location Nature of business: Fixed Insurance Start Date: 05/2012 Apx number of hours per week: 5 Apx number of hours during trading hours: 5 Position/title/relationship: Insurance Agent Brief description of duties: Sales of life, disability, annuities, and long-term care; 3. Name of other business: The Financial Collective Investment related: Yes Address: same as registered location Nature of business: DBA - branding team name Start date: 11/2024 Position/title/relationship: Owner/ Financial Professional Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: Providing financial planning services to clients; 4. NAME OF OTHER BUSINESS: PINNACLE WEALTH COLLECTIVE INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX REPORTING ENTITY; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: DBA FOR TAX REPORTING PURPOSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-22
• S63 Uniform Securities Agent State Law Examination
  2012-04-06

Designations