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

William Scott Perry

Private Advisor Group, LLCBD affiliatedHouston, Tx IA-onlyIAPD 2433804

Certified Financial Planner

Feed of 09/14/2026

Also filed as William Scott Perry

At current firm

0 y

since Jun 26, 2026

In the industry

29 y

since Dec 31, 1996 (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

Private Advisor Group, LLC BD affiliated current
since Jun 26, 2026 · Houston, Tx
Mariner Advisor Network BD affiliated
Oct 12, 2023 to Jun 26, 2026 · Houston, Tx
Teamwork Financial Advisors, LLC independent RIA
May 15, 2020 to Oct 17, 2023 · San Antonio, Tx
Intrua Financial independent RIA
Feb 18, 2016 to May 15, 2020 · Houston, Tx
LPL Financial LLC BD affiliated
Aug 14, 2009 to Dec 23, 2016 · Houston, Tx
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Aug 17, 2009 · Sugar Land, Tx
A. G. Edwards & Sons, Inc. unclassified
Oct 12, 2004 to Jan 1, 2008 · Sugar Land, Tx
Charles Schwab & Co., Inc. national BD
Mar 23, 1999 to Aug 11, 2004 · Sugar Land, Tx

Moves

a registration end followed by a registration begin elsewhere

Mariner Advisor Network to Private Advisor Group, LLC
left Jun 26, 2026, registered Jun 26, 2026 (0 days) · corporate re-registration, not a move
Teamwork Financial Advisors, LLC to Mariner Advisor Network
left Oct 17, 2023, registered Oct 12, 2023 (-5 days) · RIA to affiliated broker-dealer or bank · moved with a team
Intrua Financial to Teamwork Financial Advisors, LLC
left May 15, 2020, registered May 15, 2020 (0 days) · RIA to RIA · moved with a team
LPL Financial LLC to Intrua Financial
left Dec 23, 2016, registered Feb 18, 2016 (-309 days) · Other
Wells Fargo Advisors to LPL Financial LLC
left Aug 17, 2009, registered Aug 14, 2009 (-3 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Charles Schwab & Co., Inc. to A. G. Edwards & Sons, Inc.
left Aug 11, 2004, registered Oct 12, 2004 (62 days) · Other

Signals

William Scott Perry left Teamwork Financial Advisors, Llc for Mariner Advisor Network (registered 2023-10-12)
Oct 17, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address