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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

MELINDA JANE PERRY

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

Tulsa, OK | Dallas, TX

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Search this name across graphsid dfx:ria:92c2250e-36dd-a2b2-ac47-f7697a6729c5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Apr 4, 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: ROCKEFELLER CAPITAL MANAGEMENT
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: Apr 2, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 2
Registered states: 2
Exams: S66
First exam: Apr 2, 2005
First registration: Apr 4, 2005
Dual registered: yes, broker-dealer
Other names: MELINDA JANE DANKER|MELINDA J. BROWN|MELINDA JANE BROWN|Melinda Jane Perry|MENDEE J. PERRY|MELINDA JANE BROWN|MELINDA JANE DANKER|MELINDA J PERRY
IAPD individual key: 4626468

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
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Aug 6, 2025	n/a	yes	Tulsa, OK	Current employment
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Aug 6, 2025	n/a	yes	Dallas, TX\|Tulsa, OK	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 20, 2022	Aug 8, 2025	no	TULSA, OK\|OKLAHOMA CITY, OK\|Oklahoma City, OK	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Aug 12, 2019	Jan 12, 2022	no	Oklahoma City, OK\|Tulsa, OK\|Tulsa, OK	Previous registration
CADENT CAPITAL ADVISORS, LLC	Independent wealth	Jan 8, 2014	Jul 26, 2019	no	TULSA, OK	Previous registration
SOWELL MANAGEMENT	Independent wealth	Jun 24, 2013	Jul 31, 2014	no	NORTH LITTLE ROCK, AR	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 22, 2013	Jun 11, 2013	no	TULSA, OK	Previous registration
MORGAN STANLEY	Wirehouse	Sep 15, 2011	Jun 14, 2012	no	Tulsa, OK	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	May 27, 2010	Aug 26, 2011	no	TULSA, OK\|TULSA, OK	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 4, 2005	May 18, 2010	no	TULSA, OK\|TULSA, OK	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
UBS FINANCIAL SERVICES INC.	ROCKEFELLER CAPITAL MANAGEMENT	Aug 8, 2025	Aug 6, 2025	-2	Firm change	Wirehouse to ibd
BOK FINANCIAL ADVISORS	UBS FINANCIAL SERVICES INC.	Jan 12, 2022	Jan 20, 2022	8	Firm change	Ibd to wirehouse
CADENT CAPITAL ADVISORS, LLC	BOK FINANCIAL ADVISORS	Jul 26, 2019	Aug 12, 2019	17	Firm change	RIA to ibd
SOWELL MANAGEMENT	CADENT CAPITAL ADVISORS, LLC	Jul 31, 2014	Jan 8, 2014	-204	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SOWELL MANAGEMENT	Jun 11, 2013	Jun 24, 2013	13	Firm change	Other
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 14, 2012	Apr 22, 2013	312	Firm change	Wirehouse to wirehouse
BOK FINANCIAL ADVISORS	MORGAN STANLEY	Aug 26, 2011	Sep 15, 2011	20	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BOK FINANCIAL ADVISORS	May 18, 2010	May 27, 2010	9	Firm change	Other

Relationships

Registered with (8)

→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Aug 6, 2025 to presentfactForm ADV
→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Aug 6, 2025 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 20, 2022 to Aug 8, 2025factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Aug 12, 2019 to Jan 12, 2022factForm ADV
→ CADENT CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 8, 2014 to Jul 26, 2019factForm ADV
→ SOWELL MANAGEMENTRegistered adviserregistration: previous registration
Jun 24, 2013 to Jul 31, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 22, 2013 to Jun 11, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 15, 2011 to Jun 14, 2012factForm ADV

Dated events

Occurred
Aug 8, 2025
Advisor changed firm
Melinda Jane Perry left Ubs Financial Services Inc. for Rockefeller Capital Management (registered 2025-08-06)
Form ADVobserved 5 days ago
Occurred
Jan 12, 2022
Advisor changed firm
Melinda Jane Perry left Bok Financial Advisors for Ubs Financial Services Inc. (registered 2022-01-20)
Form ADVobserved 5 days ago