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
James Henry Perry
Feed of 09/14/2026
Also filed as James Henry Perry
At current firm
0 y
since Apr 10, 2026
In the industry
23 y
since Dec 9, 2002 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gateway Wealth Partners, LLC independent RIA currentsince Apr 10, 2026 · Appleton, Wi
- Invista Advisors independent RIAJul 8, 2016 to Sep 1, 2025 · Montgomery, Al
- Global Retirement Partners LLC institutionalSep 18, 2014 to Dec 9, 2014 · Birmingham, Al
- Financial Telesis, Inc. formerJun 16, 2011 to Dec 10, 2014 · San Rafael, Ca
- Berthel Fisher & Company Financial Services, Inc. BD affiliatedMar 10, 2010 to Jun 3, 2011 · Auburn, Al
- First Legacy Securities, LLC unclassifiedJun 26, 2009 to Feb 23, 2010 · Montgomery, Al
Moves
a registration end followed by a registration begin elsewhere
- Invista Advisors to Gateway Wealth Partners, LLCleft Sep 1, 2025, registered Apr 10, 2026 (221 days) · RIA to RIA
- Financial Telesis, Inc. to Global Retirement Partners LLCleft Dec 10, 2014, registered Sep 18, 2014 (-83 days) · Other
- Global Retirement Partners LLC to Invista Advisorsleft Dec 9, 2014, registered Jul 8, 2016 (577 days) · Other
- Berthel Fisher & Company Financial Services, Inc. to Financial Telesis, Inc.left Jun 3, 2011, registered Jun 16, 2011 (13 days) · Other
- First Legacy Securities, LLC to Berthel Fisher & Company Financial Services, Inc.left Feb 23, 2010, registered Mar 10, 2010 (15 days) · Other
Signals
- James Henry Perry left Invista Advisors for Gateway Wealth Partners, Llc (registered 2026-04-10)Sep 1, 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address