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 Allen Perkins
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
At current firm
3 y
since Aug 15, 2023
In the industry
30 y
since Dec 15, 1995 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Verum Partners LLC independent RIA currentsince Aug 15, 2023 · Charlotte, Nc
- Carolinas Wealth Consulting LLC formerMay 11, 2019 to Aug 16, 2023 · Charlotte, Nc
- Carolinas Investment Consulting LLC formerNov 15, 2004 to Jun 6, 2011 · Charlotte, Nc
- Captrust Financial Advisors formerOct 20, 2003 to Nov 17, 2004 · Charlotte, Nc
- Wells Fargo Advisors wirehouseApr 1, 2002 to Oct 30, 2003 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Carolinas Wealth Consulting LLC to Verum Partners LLCleft Aug 16, 2023, registered Aug 15, 2023 (-1 days) · RIA to RIA · moved with a team
- Carolinas Investment Consulting LLC to Carolinas Wealth Consulting LLCleft Jun 6, 2011, registered May 11, 2019 (2896 days) · Other
- Captrust Financial Advisors to Carolinas Investment Consulting LLCleft Nov 17, 2004, registered Nov 15, 2004 (-2 days) · Other
- Wells Fargo Advisors to Captrust Financial Advisorsleft Oct 30, 2003, registered Oct 20, 2003 (-10 days) · Other
Signals
- David Allen Perkins left Carolinas Wealth Consulting Llc for Verum Partners Llc (registered 2023-08-15)Aug 16, 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
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address