Jan T. Corrigan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jan T Corrigan, who also goes by Terri Corrigan, Jan T Perdue, Jan Theresa Perdue, Terri Perdue, was a registered financial professional .
Jan is a previously registered financial professional and started their career in finance in 2007. Jan had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 2, 2017 - August 25, 2022
DIMENSIONAL FUND ADVISORS LP
May 2, 2017 - August 25, 2022
DFA SECURITIES LLC
July 22, 2013 - March 27, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 18, 2012 - March 27, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 5, 2007 - March 1, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
DIMENSIONAL FUND ADVISORS LP
CRD#: 106482 / SEC#: 801-16283
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DIMENSIONAL FUND ADVISORS LP
CRD#: 106482 / SEC#: 801-16283
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,611 |
| AUM (Assets Under Management) | $ 835,713,261,770 |
Red Flags
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