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
David Brien Perkins
Feed of 09/14/2026
At current firm
8 y
since Jan 5, 2018
In the industry
38 y
since Jun 13, 1988 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Hatteras Investment Partners, LP other currentsince Jan 5, 2018 · Raleigh, Nc
- Hatteras Investment Partners, LP otherJul 31, 2014 to Dec 31, 2017 · Raleigh, Nc
- Hatteras Investment Partners LLC formerFeb 13, 2008 to Jul 31, 2014 · Raleigh, Nc
- Captrust Financial Advisors formerOct 21, 2003 to Feb 26, 2007 · Raleigh, Nc
- Wells Fargo Advisors wirehouseJun 15, 2002 to Oct 17, 2003 · Raleigh, Nc
- Captrust Financial Advisors, LLC unclassifiedOct 1, 1997 to Jun 20, 2002 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Hatteras Investment Partners LLC to Hatteras Investment Partners, LPleft Jul 31, 2014, registered Jul 31, 2014 (0 days) · channel change inside one enterprise, not a move
- Captrust Financial Advisors to Hatteras Investment Partners LLCleft Feb 26, 2007, registered Feb 13, 2008 (352 days) · Other
- Wells Fargo Advisors to Captrust Financial Advisorsleft Oct 17, 2003, registered Oct 21, 2003 (4 days) · Other
- Captrust Financial Advisors, LLC to Wells Fargo Advisorsleft Jun 20, 2002, registered Jun 15, 2002 (-5 days) · corporate re-registration, not a move
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
- Other adviserderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address