James Ryan Perry

Current Employers

Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-08-09

MA RA
APPROVED

Since 2023-08-09

Branch Locations

Dracut, MA • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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
Bankers Life & Casualty	Waltham	MA	06/2015	07/2023
Banker Life Securities	Waltham	MA	03/2018	07/2023
Advisory Services Network, Llc	Atlanta	GA	08/2023	Present

06/2015 → 07/2023

Bankers Life & Casualty

Waltham, MA
03/2018 → 07/2023

Banker Life Securities

Waltham, MA
08/2023 → Present

Advisory Services Network, Llc

Atlanta, GA

Previous Registrations

2018-06-13 → 2023-08-17

Bankers Life Advisory Services, Inc.

Waltham, MA

Other Businesses

1) Insurance Agent: Life Insurance, Annuity, and Medicare plan sales; Insurance Agent licensed since 2015. Time spent 80 hours per month, 30 during trading hours; investment related activity. 2) Wealthpath Financial, Inc.: co-owner since 07/2023; service company for business income and expenses. Time spent 12 hours per month, all during trading hours. Not an investment related activity.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-05-18

S66 Uniform Combined State Law Examination

2018-05-18

Other Names

James Perry

View on SEC IAPD