DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Perry Lamar Chesney

Tvamp, LLCindependent RIAKnoxville, Tn IA-onlyIAPD 1098695

Certified Financial Planner

Feed of 09/14/2026

Also filed as Perry Lamar Jr Chesney

At current firm

2 y

since May 20, 2024

In the industry

43 y

since Mar 2, 1983 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Tvamp, LLC independent RIA current
since May 20, 2024 · Knoxville, Tn
Hc Advisors LLC independent RIA
Oct 1, 2015 to Jul 1, 2024 · Sandy Springs, Ga
Red Rock Advisors unclassified
Mar 20, 2014 to Dec 31, 2020 · Atlanta, Ga
Wealthcare Capital Management LLC independent RIA
Apr 12, 2011 to Nov 25, 2016 · Richmond, Va
Suntrust Investment Services, Inc. former
Jun 28, 2005 to Mar 22, 2011 · Atlanta, Ga
Truist Securities, Inc. unclassified
Jun 29, 2004 to Jul 15, 2005 · Atlanta, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 23, 1983 to Jul 1, 2004 · Alpharetta, Ga

Moves

a registration end followed by a registration begin elsewhere

Hc Advisors LLC to Tvamp, LLC
left Jul 1, 2024, registered May 20, 2024 (-42 days) · RIA to RIA
Red Rock Advisors to Hc Advisors LLC
left Dec 31, 2020, registered Oct 1, 2015 (-1918 days) · Other
Wealthcare Capital Management LLC to Red Rock Advisors
left Nov 25, 2016, registered Mar 20, 2014 (-981 days) · Other
Suntrust Investment Services, Inc. to Wealthcare Capital Management LLC
left Mar 22, 2011, registered Apr 12, 2011 (21 days) · Other
Truist Securities, Inc. to Suntrust Investment Services, Inc.
left Jul 15, 2005, registered Jun 28, 2005 (-17 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Truist Securities, Inc.
left Jul 1, 2004, registered Jun 29, 2004 (-2 days) · Other

Signals

Perry Lamar Chesney left Hc Advisors Llc for Tvamp, Llc (registered 2024-05-20)
Jul 1, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 43derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address