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RIA / WealthAdvisor16 years in industry

JOSHUA JON PERKINS

Advisor at DEWITT AND DUNN FINANCIAL SERVICES, LLC

ADDISON, TX | Fort Worth, TX

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Search this name across graphsid dfx:ria:c364dbd8-90a3-d712-4e6a-1276fcbbb0a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 6, 2014 to Sep 14, 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: DEWITT AND DUNN FINANCIAL SERVICES, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Feb 24, 2014
First registration: May 6, 2014
Dual registered: no
Other names: JOSH PERKINS
IAPD individual key: 6321424

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
DEWITT AND DUNN FINANCIAL SERVICES, LLC	State registered	Jan 23, 2024	n/a	yes	ADDISON, TX\|Fort Worth, TX	Current employment
BLACKRIDGE ASSET MANAGEMENT, LLC	Independent wealth	Nov 12, 2020	Mar 20, 2024	no	JUPITER, FL\|Forth Worth, TX	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Dec 15, 2015	Nov 11, 2020	no	Lewisville, TX\|Forth Worth, TX\|Lewisville, TX\|Lewisville, TX	Previous registration
FIRST RETIREMENT ADVISORS, LLC	n/a	May 6, 2014	Dec 17, 2015	no	LEWISVILLE, TX	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
BLACKRIDGE ASSET MANAGEMENT, LLC	DEWITT AND DUNN FINANCIAL SERVICES, LLC	Mar 20, 2024	Jan 23, 2024	-57	Firm change after gap	Ibd to state RIA
BROOKSTONE WEALTH ADVISORS, LLC	BLACKRIDGE ASSET MANAGEMENT, LLC	Nov 11, 2020	Nov 12, 2020	1	Firm change	RIA to RIA
FIRST RETIREMENT ADVISORS, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Dec 17, 2015	Dec 15, 2015	-2	Firm change	Other

Relationships

Registered with (4)

→ DEWITT AND DUNN FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Jan 23, 2024 to presentfactForm ADV
→ BLACKRIDGE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to Mar 20, 2024factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 15, 2015 to Nov 11, 2020factForm ADV
→ FIRST RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 6, 2014 to Dec 17, 2015factForm ADV

Dated events

Occurred
Mar 20, 2024
Advisor changed firm
Joshua Jon Perkins left Blackridge Asset Management, Llc for Dewitt And Dunn Financial Services, Llc (registered 2024-01-23)
Form ADVobserved 6 days ago