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RIA / WealthAdvisor21 years in industry

JOSEPH RYAN PERIGO

Advisor at BANKERS LIFE ADVISORY SERVICES, INC.

LONDON, OH | CHICAGO, IL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: May 9, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BANKERS LIFE ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 9, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 25, 2008
First registration: May 9, 2005
Dual registered: no
IAPD individual key: 4935646

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 4, 2026	n/a	yes	LONDON, OH\|CHICAGO, IL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 29, 2017	Jan 19, 2022	no	SCOTTSDALE, AZ\|DUBLIN, OH\|DUBLIN, OH	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Apr 16, 2014	Nov 29, 2017	no	SCOTTSDALE, AZ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 20, 2013	Apr 17, 2014	no	GOODYEAR, AZ\|FORT MILL, SC\|FORT MILL, SC	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jan 28, 2011	May 31, 2013	no	SCOTTSDALE, AZ\|PHOENIX, AZ	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Nov 19, 2008	Jul 30, 2010	no	DENVER, CO	Previous registration
NATIONWIDE SECURITIES, LLC	No RAUM reported	Aug 1, 2008	Nov 13, 2008	no	COLUMBUS, OH	Previous registration
1717 CAPITAL MANAGEMENT COMPANY	n/a	Jun 3, 2008	Aug 1, 2008	no	DUBLIN, OH	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 9, 2005	Jul 26, 2005	no	DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	BANKERS LIFE ADVISORY SERVICES, INC.	Jan 19, 2022	Sep 4, 2026	1,689	Firm change after gap	Ibd to ibd
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	LPL FINANCIAL LLC	Nov 29, 2017	Nov 29, 2017	0	Firm change	Other
LPL FINANCIAL LLC	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Apr 17, 2014	Apr 16, 2014	-1	Firm change	Other
SAGEPOINT FINANCIAL, INC.	LPL FINANCIAL LLC	May 31, 2013	Jun 20, 2013	20	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	SAGEPOINT FINANCIAL, INC.	Jul 30, 2010	Jan 28, 2011	182	Firm change	Other
NATIONWIDE SECURITIES, LLC	SECURITIES AMERICA ADVISORS, INC.	Nov 13, 2008	Nov 19, 2008	6	Firm change	Other
1717 CAPITAL MANAGEMENT COMPANY	NATIONWIDE SECURITIES, LLC	Aug 1, 2008	Aug 1, 2008	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	1717 CAPITAL MANAGEMENT COMPANY	Jul 26, 2005	Jun 3, 2008	1,043	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
29604:6413:AZ:2017-11-29	Nov 29, 2017	Nov 29, 2017	SCOTTSDALE, AZ	Firm change

Relationships

Registered with (8)

→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 29, 2017 to Jan 19, 2022factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Apr 16, 2014 to Nov 29, 2017factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 28, 2011 to May 31, 2013factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Nov 19, 2008 to Jul 30, 2010factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 1, 2008 to Nov 13, 2008factForm ADV
→ 1717 CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Jun 3, 2008 to Aug 1, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 9, 2005 to Jul 26, 2005factForm ADV

Dated events

Occurred
Jan 19, 2022
Advisor changed firm
Joseph Ryan Perigo left Lpl Financial Llc for Bankers Life Advisory Services, Inc. (registered 2026-09-04)
Form ADVobserved 5 days ago