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RIA / WealthAdvisor30 years in industry

MARY SUSAN BROCKINGTON PERRY

Advisor at WHITWELL ADVISORS

BEE CAVE, TX | Summerville, SC

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Search this name across graphsid dfx:ria:eca6d7e8-b5b1-cff3-d0f0-4b7c3f768a56

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 1, 1996 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: WHITWELL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 7, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 8
Exams: S63|S65
First exam: Dec 7, 1995
First registration: Jan 1, 1996
Dual registered: no
Other names: MARY S BROCKINGTON|MARY SUSAN BROCKINGTON|SUSIE PERRY
IAPD individual key: 2530761

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
WHITWELL ADVISORS	Independent wealth	Jul 29, 2026	n/a	yes	BEE CAVE, TX\|Summerville, SC	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 14, 2011	Feb 13, 2025	no	CHARLESTON, SC\|CHARLESTON, SC\|GREENVILLE, SC\|SUMMERVILLE, SC	Previous registration
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC	Former SEC adviser	Mar 5, 2008	Jul 12, 2011	no	SUMMERVILLE, SC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 5, 2004	Feb 24, 2006	no	CHARLESTON, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 1, 1996	Jan 20, 2004	no	WASHINGTON, DC	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
WELLS FARGO ADVISORS	WHITWELL ADVISORS	Feb 13, 2025	Jul 29, 2026	531	Firm change after gap	Wirehouse to RIA
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC	WELLS FARGO ADVISORS	Jul 12, 2011	Jul 14, 2011	2	Firm change	Other
WELLS FARGO ADVISORS	DIXON HUGHES GOODMAN WEALTH ADVISORS LLC	Feb 24, 2006	Mar 5, 2008	740	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jan 20, 2004	Feb 5, 2004	16	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ WHITWELL ADVISORSRegistered adviserregistration: current employment
Jul 29, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 14, 2011 to Feb 13, 2025factForm ADV
→ DIXON HUGHES GOODMAN WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Mar 5, 2008 to Jul 12, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 1, 1996 to Jan 20, 2004factForm ADV

Dated events

Occurred
Feb 13, 2025
Advisor changed firm
Mary Susan Brockington Perry left Wells Fargo Advisors for Whitwell Advisors (registered 2026-07-29)
Form ADVobserved 6 days ago