PERI ANN APTAKER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with BALDWIN WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BALDWIN WEALTH PARTNERS, LLC | 2024-07-01 | present | Yes |
| CETERA ADVISORS LLC | 2008-09-17 | 2009-10-28 | — |
| KLR INVESTMENT ADVISORS, LLC | 2006-06-20 | 2024-07-02 | — |
| KLR INVESTMENT ADVISORS, LLC | 2003-04-10 | 2004-12-31 | — |