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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

JOHN CRUDUP PERRY

Advisor at COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Charlotte, NC | BOSTON, MA

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Search this name across graphsid dfx:ria:292290d0-4e75-ff78-918d-12376832fd13

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 7, 2002 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: COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 19, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 50
Exams: S63|S65
First exam: Mar 19, 2001
First registration: May 7, 2002
Dual registered: yes, broker-dealer
Other names: JOHN C PERRY
IAPD individual key: 4229830

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
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	Sep 21, 2023	n/a	yes	Charlotte, NC\|BOSTON, MA	Current employment
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	May 1, 2010	Sep 20, 2023	no	MINNEAPOLIS, MN\|CHARLOTTE, NC\|BOSTON, MA	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Feb 11, 2005	May 7, 2010	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
BACAP DISTRIBUTORS, LLC	n/a	Jan 1, 2003	Feb 11, 2005	no	CHARLOTTE, NC	Previous registration
Stephens	Bd affiliated wealth	May 7, 2002	Jan 1, 2003	no	CHARLOTTE , NC	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
BOFA ADVISORS, LLC	COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	May 7, 2010	May 1, 2010	-6	Bulk transfer	Other
BACAP DISTRIBUTORS, LLC	BOFA ADVISORS, LLC	Feb 11, 2005	Feb 11, 2005	0	Firm change	Other
Stephens	BACAP DISTRIBUTORS, LLC	Jan 1, 2003	Jan 1, 2003	0	Firm change	Other

Relationships

Registered with (4)

→ COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
May 1, 2010 to Sep 20, 2023factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 11, 2005 to May 7, 2010factForm ADV
→ BACAP DISTRIBUTORS, LLCRegistered adviserregistration: previous registration
Jan 1, 2003 to Feb 11, 2005factForm ADV
→ STEPHENSRegistered adviserregistration: previous registration
May 7, 2002 to Jan 1, 2003factForm ADV

Dated events

No dated event names this entity yet.