John Perlite is a registered investment advisor, based in San Ramon, CA, with 2 years of industry experience.
Location
2000 Crow Canyon Place Ste 250, San Ramon, CA, 94583
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is an investment advisor representative (IAR) at David White & Associates, engaging in financial planning activities. This is a full-time commitment for John.
Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Ameritas Advisory Services, LLC
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.