RIA Intelligence

Business email

bronwyn@mirrettiperryman.comreportedmirrettiperryman.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.

• M••••••• P••••••• W••••• S••••••••• L•• independent RIA current
  since Apr 15, 2022 · Skokie, Il
• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
  Mar 21, 2016 to May 9, 2022 · Skokie, Il
• T••••••• I••••••••• M••••••••• I••• BD affiliated
  Jun 4, 2004 to Mar 24, 2016 · Evanston, Il

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to M••••••• P••••••• W••••• S••••••••• L••
  left May 9, 2022, registered Apr 15, 2022 (-24 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
• T••••••• I••••••••• M••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Mar 24, 2016, registered Mar 21, 2016 (-3 days) · Other · moved with a team

• B•••••• N••••• M••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for M••••••• P••••••• W••••• S••••••••• L•• (registered 2022-04-15)
  May 9, 2022 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

25derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address