Glad M Perez

Current Employers

Aurora Private Wealth, Inc.

999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2019-01-03

NJ RA
APPROVED

Since 2019-01-03

Branch Locations

Leland, NC • United States

999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Insight Private Advisors, Llc	Basking Ridge	NJ	04/2015	12/2018
Purshe Kaplan Sterling Investments	Albany	NY	05/2016	11/2018
Apw Capital	Rockaway	NJ	01/2019	Present
Main Street Private Advisors	Basking Ridge	NJ	01/2019	08/2019
Indigo Wealth Management	Basking Ridge	NJ	08/2019	Present

04/2015 → 12/2018

Insight Private Advisors, Llc

Basking Ridge, NJ
05/2016 → 11/2018

Purshe Kaplan Sterling Investments

Albany, NY
01/2019 → Present

Apw Capital

Rockaway, NJ
01/2019 → 08/2019

Main Street Private Advisors

Basking Ridge, NJ
08/2019 → Present

Indigo Wealth Management

Basking Ridge, NJ

Previous Registrations

2015-04-17 → 2018-12-31

Insight Private Advisors, Llc

Basking Ridge, NJ

Bridgewater, NJ
2010-10-25 → 2016-03-04

Lpl Financial Llc

Flemington, NJ

Basking Ridge, NJ

Bridgewater, NJ

Other Businesses

(1) Glad Reiki Healing, LLC - Not Investment Related - Other-Business Owner - 1% of time spent - Therapeutic Touch. (2) d/b/a Indigo Wealth Management - Investment Related - Basking Ridge, NJ - Registered Investment Advisor; 160 HR/MO all during SECS trading hours - Offer Investment Advice & Financial Plans for a hourly or fixed fee. (3) OWR Opinion LLC, Investment related:No, 1200 MacArthur Blvd – Suite 101C, Mahwah, NJ, 07430, insurance brokerage agency, Insurance Agent, 06/29/2026, 10 hours per month, non-variable insurance - both group and individual. includes life, disability, LTC, fixed annuities. (4)NRT Referral Network, Inc-Not investment related-175 Park Ave, Madison, NJ 07940-Real Estate Services-Real Estate Referral Services-Real Estate Referral Associate-7/14/2016-1 hr/mth-1 during trading hrs. (5) Independent Insurance Agent; Basking Ridge, NJ; not investment related; Nature of business: Insurance Agency; Title: Licensed Insurance Agent; Duties: sales of fixed insurance products, life, disability, fixed annuities; Time spent: 10hrs/mo. (6) BNI Referral Pros; Bridgewater, NJ; not investment related; Nature of business: Networking and Referral Group; Title: Financial Advisor Seat and Director Consultant; Duties: attend weekly meetings; networking. as director consultant - provide coaching and mentoring; Time spent: 8hrs/mo.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-10-22

S66 Uniform Combined State Law Examination

2010-10-22

Other Names

Gladys Perez
Gladys P. Varnavas

View on SEC IAPD