Jose G. Perla-ellison
Professional Summary
Jose G. Perla-ellison is a registered financial advisor currently at BCP SECURITIES, INC. located in Miami, Florida. Jose is registered as a RR (Registered Representative) and started their career in finance in 2010. Jose has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
BAER, CROSBY, PIKE INC. | BCP SECURITIES, LLC | BCP SECURITIES, INC. | BCP SECURITIES, INC | BCP INC.
Contact Information
Main Address
289 Greenwich Avenue - 4th Fl, Greenwich, CT 06830Mailing Address
289 Greenwich Avenue - 4th Fl, Greenwich, CT 06830Phone Number
(203) 629-2181Established
Delaware since 12/10/2021Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PIKE, RANDALL EMORY | CHAIRMAN | 1926966 |
| HOUSON, RICARDO CARLOS | SHAREHOLDER | 2943538 |
| LUQUE SUESCUN, JUAN CARLOS | SHAREHOLDER | 2373875 |
| OWENS, STEVEN CRAIG | SHAREHOLDER | 2268295 |
| SMITH, DAVID CHRISTOPHER | SHAREHOLDER | 2749802 |
| BAGORDA, FELICE | SHAREHOLDER/CEO | 5439644 |
| BILAL, MUHAMMAD OMAR | SHAREHOLDER | 6272625 |
| CLEVEN, PETER DAMION | CHIEF COMPLIANCE OFFICER | 6400894 |
| CUNNINGHAM, STEPHEN MICHAEL | SHAREHOLDER | 1934974 |
| DAELLENBACH, RENE | SHAREHOLDER | 2555076 |
| DELLA CIOPPA, MAURO | SHAREHOLDER | 4961537 |
| DIAZ, NATALIE HELEN | SHAREHOLDER | 4691258 |
| GARCIA, EDWIN ERNESTO | SHAREHOLDER / FINOP | 4154949 |
| GUTIERREZ, JAVIER | SHAREHOLDER | 6482968 |
| HARPER, JAMES VANCE | SHAREHOLDER | 4014076 |
| HOUGH, BENJAMIN COLIN | SHAREHOLDER | 2396825 |
| KHALITOV, BULAT | SHAREHOLDER | 6387636 |
| ORLANDINI, BRUNO BUSSADORI | SHAREHOLDER | 6723974 |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/2/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jose G. Perla-ellison's CRS (Customer Relationship Summary).
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