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

Mary Susan Brockington Perry

Whitwell Advisorsindependent RIABee Cave, Tx IA-onlyIAPD 2530761

Feed of 09/14/2026

Also filed as Mary S Brockington

At current firm

0 y

since Jul 29, 2026

In the industry

30 y

since Dec 7, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedwhitwelladvisors.comfirm site, Sep 16, 2026
Designations: CFP, CPA, MBAreportedwhitwelladvisors.comas printed on the bio page, Sep 16, 2026
Years, as the firm states: 30reportedwhitwelladvisors.com“with more than 30 years of experience in financial services.”
Professional profile: whitwelladvisors.com/team/susie-perryreportedwhitwelladvisors.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Whitwell Advisors independent RIA current
since Jul 29, 2026 · Bee Cave, Tx
Wells Fargo Advisors wirehouse
Jul 14, 2011 to Feb 13, 2025 · Charleston, Sc
Dixon Hughes Goodman Wealth Advisors LLC former
Mar 5, 2008 to Jul 12, 2011 · Summerville, Sc
Wells Fargo Advisors wirehouse
Feb 5, 2004 to Feb 24, 2006 · Charleston, Sc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 1, 1996 to Jan 20, 2004 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Whitwell Advisors
left Feb 13, 2025, registered Jul 29, 2026 (531 days) · Wirehouse to independent RIA
Dixon Hughes Goodman Wealth Advisors LLC to Wells Fargo Advisors
left Jul 12, 2011, registered Jul 14, 2011 (2 days) · Other
Wells Fargo Advisors to Dixon Hughes Goodman Wealth Advisors LLC
left Feb 24, 2006, registered Mar 5, 2008 (740 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Jan 20, 2004, registered Feb 5, 2004 (16 days) · Wirehouse to wirehouse

Signals

Mary Susan Brockington Perry left Wells Fargo Advisors for Whitwell Advisors (registered 2026-07-29)
Feb 13, 2025 · 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: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address