Thomas Wayne Perry

Current Employers

Employment History

• 01/1997 → Present
  Perry Putters
  Indianapolis, IN
• 12/2003 → Present
  Equimax Lending
  Fort Wayne, IN
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 05/2007 → 10/2024
  American Portfolios
  Indianapolis, IN

Previous Registrations

• 2009-04-13 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. CROSSHAIRS GOLF POSITION: owner NATURE: sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2015 ADDRESS: 3211 Brill Rd, Indianapolis IN 46227, United States DESCRIPTION: sales of golf accessories 2. PERRY FINANCIAL GROUP POSITION: owner NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2020 ADDRESS: 3211 Brill Rd, Indianapolis IN 46227, United States DESCRIPTION: insurance 3. LUMEN CHRISTI CATHOLIC SCHOOL POSITION: President of board NATURE: Catholic School, nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/21/2024 ADDRESS: 580 Stevens St, Indianapolis IN 46203, United States DESCRIPTION: Create agenda and run the board meetings every other month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-16
• S63 Uniform Securities Agent State Law Examination
  1983-02-10