Nicholas James Perini

Current Employers

Employment History

• 06/2017 → 09/2023
  Sagepoint Financial
  Oakmont, PA
• 08/2013 → 05/2017
  Indiana University Of Pa
  Indiana, PA
• 05/2015 → Present
  Hess Tent Rental Llc
  Manhiem, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Oakmont, PA

Previous Registrations

• 2022-07-05 → 2023-09-01
  Osaic Services, Inc.
  Oakmont, PA

Other Businesses

1) NICHOLAS PERINI (CRYPTO) POSITION: owner NATURE: Personal Cryptocurrency investing INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: 420 Allegheny River Blvd, Oakmont PA 15139, United States DESCRIPTION: Buying crypto currency within the coinbase application I have purchased Ethereum and Cardano within the application as my own personal holdings for long term investing.5 Ethereum4,000 CardanoI plan on purchasing $10,000 more over the course of the year. 2) INSURANCE SALES POSITION: agent NATURE: Potentially selling life insurance policies if a client requests it. I current have not sold any life insurance. I am disclosing this just in the event that I do because I have my insurance license. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/09/2022 ADDRESS: 420 Allegheny River Blvd, Oakmont PA 15139, United States DESCRIPTION: Selling insurance policies to clients that want a comprehensive approach to financial planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01
• S63 Uniform Securities Agent State Law Examination
  2017-08-15

Other Names

• Nick Perini