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
Jeremy Michael Perque
Feed of 09/14/2026
At current firm
4 y
since Nov 16, 2021
In the industry
21 y
since Nov 12, 2004 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Nov 16, 2021 · Baton Rouge, La
- Geneos Wealth Management, Inc. BD affiliatedApr 27, 2012 to Nov 22, 2021 · Baton Rouge, La
- Sanders Morris LLC independent RIASep 19, 2006 to Apr 27, 2012 · Baton Rouge, La
Moves
a registration end followed by a registration begin elsewhere
- Geneos Wealth Management, Inc. to LPL Financial LLCleft Nov 22, 2021, registered Nov 16, 2021 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
- Sanders Morris LLC to Geneos Wealth Management, Inc.left Apr 27, 2012, registered Apr 27, 2012 (0 days) · Other
Signals
No dated event on this person.
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