Thane Stuart Mccready

Current Employers

Employment History

• 05/2005 → Present
  Lpl Financial, Llc
  Fountain Valley, CA
• 06/2017 → Present
  Perennial Financial Services (Perennial Investment Advisors Llc)
  Fountain Valley, CA

Other Businesses

(1) 10/31/2005: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) (2) 05/16/2006: McCready Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 05/13/2015: No Business Name - Real Estate Rental - Investment Related - 10055 Slater Ave., Suite #260, Fountain Valley, CA 92708 - Start 05/15/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Office Sharing. I sub lease my office space. I receive rents from the others in the office and I write one monthly check for the lease. (4) 2/8/2017: Cobalt Unlimited - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/26/2017 - 160 Hours Per Month/80 Hours During Securities Trading. (5) 6/15/2017: Perennial Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/01/2017 - 80 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 07/12/2017- Perennial Investment Advisors, LLC-DBA: Perennial Financial Services-investment related- At reported business location(s)- Registered Investment Advisor DBA-IAR-start 07/12/2017- Hours per month 80/ Hours during trading 6 - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 07/12/2017- Cobalt Unlimited -investment related- At reported business location(s)- Registered Investment Advisor DBA-IAR-start 07/13/2017- Hours per month 80/ 6 Hours during trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 04/09/2024 - Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 04/10/2024 - 10 Hours Per Month/ 0 Hours During Trading 9) 10/09/2024 - Uber - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date 09/24/2024 - 20 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-12
• S63 Uniform Securities Agent State Law Examination
  1996-06-10

Designations