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.

Current firm

CAPINSIGHTS PARTNERS, LLC

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 23, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 7, 2023

First registration

Mar 23, 2009

Dual registered

yes, broker-dealer

Other names

ERIC PERRY

IAPD individual key

4873073

• Occurred

  Nov 20, 2023
  Advisor changed firm

  Eric James Perry left Blueprint Investment Partners Llc for Capinsights Partners, Llc (registered 2023-09-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fd1993f7-8a2c-396b-e396-39122a90e6c3

First observed

Mar 23, 2009

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.