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
Louis Edward Perkins
Feed of 09/15/2026
Also filed as Louis Edward Perkins
At current firm
1 y
since Feb 20, 2025
In the industry
36 y
since Apr 17, 1990 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Feb 20, 2025 · Friendswood, Tx
- Concourse Financial Group Advisors formerAug 18, 2017 to Feb 20, 2025 · Friendswood, Tx
- Independent Advisers Group Corp formerJan 2, 1998 to Jul 28, 2006 · Pasadena, Tx
- Osaic Fs, Inc. formerSep 2, 1997 to Aug 29, 2017 · Pasadena, Tx
Moves
a registration end followed by a registration begin elsewhere
- Concourse Financial Group Advisors to Cetera Investment Advisers LLCleft Feb 20, 2025, registered Feb 20, 2025 (0 days) · corporate re-registration, not a move
- Osaic Fs, Inc. to Independent Advisers Group Corpleft Aug 29, 2017, registered Jan 2, 1998 (-7179 days) · Other
- Independent Advisers Group Corp to Concourse Financial Group Advisorsleft Jul 28, 2006, registered Aug 18, 2017 (4039 days) · Other
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address