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Current Employers
Perpetual Financial

432 Cherry Street Suite 210, West Newton, MA 02465 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-21
FL RA APPROVED 2025-01-02
NH RA APPROVED 2022-01-20
TX RA APPROVED_RES 2021-10-28
MA RA APPROVED 2005-03-22
  • PA RA
    APPROVED
    Since 2025-02-21
  • FL RA
    APPROVED
    Since 2025-01-02
  • NH RA
    APPROVED
    Since 2022-01-20
  • TX RA
    APPROVED_RES
    Since 2021-10-28
  • MA RA
    APPROVED
    Since 2005-03-22

Branch Locations

432 Cherry Street Suite 210, West Newton, MA 02465 • United States

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-04-27
MA RA APPROVED 2006-12-12
  • TX RA
    APPROVED_RES
    Since 2017-04-27
  • MA RA
    APPROVED
    Since 2006-12-12

Branch Locations

432 Cherry Street, West Newton, MA 02465 • United States

Disclosures

2 disclosure categories 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. West Newton MA 03/1993 Present
Perpetual Financial West Newton MA 08/1991 Present
Other Businesses

PERPETUAL FINANCIAL,YES,432 CHERRY STREET, WEST NEWTON, MA.02465,PRESIDENT,02/1991,160HRS,160HRS,RIA ACTIVITIES,CLIENT MEETINGS,PROSPECTING,CLIENT SERVICES GARY J. NAJARIAN; INVESTMENT RELATED; 432 CHERRY ST. WEST NEWTON, MA 02465; AGENT; START DATE 03/01/1993; 2 HRS/MTH; 2 SEC HRS/MTH; DUTIES- INSURANCE LICENSED SELLING LIFE INSURANCE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-30
  • S63 Uniform Securities Agent State Law Examination
    1987-06-30

View on SEC IAPD

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