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

Melinda Jane Perry

Rockefeller Capital ManagementBD affiliatedTulsa, Ok dual registrantIAPD 4626468

Feed of 09/15/2026

Also filed as Melinda Jane Danker

At current firm

1 y

since Aug 6, 2025

In the industry

21 y

since Apr 2, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Rockefeller Capital Management BD affiliated current
since Aug 6, 2025 · Dallas, Tx
Rockefeller Capital Management BD affiliated current
since Aug 6, 2025 · Tulsa, Ok
UBS Financial Services Inc. wirehouse
Jan 20, 2022 to Aug 8, 2025 · Tulsa, Ok
Bok Financial Advisors BD affiliated
Aug 12, 2019 to Jan 12, 2022 · Oklahoma City, Ok
Cadent Capital Advisors, LLC independent RIA
Jan 8, 2014 to Jul 26, 2019 · Tulsa, Ok
Sowell Management independent RIA
Jun 24, 2013 to Jul 31, 2014 · North Little Rock, Ar
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 22, 2013 to Jun 11, 2013 · Tulsa, Ok
Morgan Stanley wirehouse
Sep 15, 2011 to Jun 14, 2012 · Tulsa, Ok
Bok Financial Advisors BD affiliated
May 27, 2010 to Aug 26, 2011 · Tulsa, Ok
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 4, 2005 to May 18, 2010 · Tulsa, Ok

Moves

a registration end followed by a registration begin elsewhere

UBS Financial Services Inc. to Rockefeller Capital Management
left Aug 8, 2025, registered Aug 6, 2025 (-2 days) · Wirehouse to affiliated broker-dealer or bank
Bok Financial Advisors to UBS Financial Services Inc.
left Jan 12, 2022, registered Jan 20, 2022 (8 days) · Affiliated broker-dealer or bank to wirehouse
Cadent Capital Advisors, LLC to Bok Financial Advisors
left Jul 26, 2019, registered Aug 12, 2019 (17 days) · RIA to affiliated broker-dealer or bank
Sowell Management to Cadent Capital Advisors, LLC
left Jul 31, 2014, registered Jan 8, 2014 (-204 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Sowell Management
left Jun 11, 2013, registered Jun 24, 2013 (13 days) · Other
Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jun 14, 2012, registered Apr 22, 2013 (312 days) · Wirehouse to wirehouse
Bok Financial Advisors to Morgan Stanley
left Aug 26, 2011, registered Sep 15, 2011 (20 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bok Financial Advisors
left May 18, 2010, registered May 27, 2010 (9 days) · Other

Signals

Melinda Jane Perry left Ubs Financial Services Inc. for Rockefeller Capital Management (registered 2025-08-06)
Aug 8, 2025 · Advisor changed firm · fact
Melinda Jane Perry left Bok Financial Advisors for Ubs Financial Services Inc. (registered 2022-01-20)
Jan 12, 2022 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address