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Robert Daniel Perussina

Wespac Advisors, LLC

Orinda, CA

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Current Employers
Wespac Advisors, Llc

4 Orinda Way Suite 100-B, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-11-01
  • CA RA
    APPROVED
    Since 2011-11-01

Branch Locations

4 Orinda Way, Suite 100-B, Orinda, CA 94563 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wespac Orinda CA 01/2002 Present
  • 01/2002 → Present
    Wespac
    Orinda, CA
Previous Registrations
  • 2001-06-08 → 2003-10-07
    Securities America Advisors, Inc.
    Concord, CA
Other Businesses

General Manager of VitaNova Properties, LLC. Self-employed developing and selling residential real estate properties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-28
S63 Uniform Securities Agent State Law Examination 1994-03-10
  • S65 Uniform Investment Adviser Law Examination
    2011-10-28
  • S63 Uniform Securities Agent State Law Examination
    1994-03-10

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