John J. Perillo

Current Employers

Employment History

• 08/2011 → 02/2023
  Ubs Financial Services Inc
  Troy, MI
• 02/2023 → Present
  Kestra Investment Services
  Auburn Hills, MI
• 02/2023 → Present
  Kestra Private Wealth Services
  Auburn Hills, MI

Previous Registrations

• 2011-08-05 → 2023-02-10
  Ubs Financial Services Inc.
  Troy, MI
  Oakland Township, MI
  Rochester Hills, MI
• 2010-05-28 → 2011-08-10
  Goldman Sachs Wealth Services, L.P.
  Troy, MI
• 2001-01-01 → 2005-02-28
  Goldman Sachs Wealth Services, L.P.
  Lake Forest, MI

Other Businesses

Business Name: AFFIDAR PRIVATE WEALTH MANAGEMENT POSITION: Managing Director NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2023 ADDRESS: 3250 Auburn Rd, Suite 102, Auburn Hills MI 48326 DESCRIPTION: Financial services, wealth management Business Name: PPW, LLC POSITION: Principal NATURE: Entity for tax reporting and payroll rlated to 1099 income and operating Affidare Private Wealth Office INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 2380 Pleasant View Dr., Rochester HIlls MI 48306 DESCRIPTION: Day to day operations

Exams

• S66 Uniform Combined State Law Examination
  2010-04-28
• S63 Uniform Securities Agent State Law Examination
  1995-10-02

Other Names

• John Julius Perillo