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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C•••••••• P• C••••

M••••• S••••••wirehousePeachtree City, Gadual registrantIAPD 5227002

Feed of 09/14/2026

Also filed as C•••••••• Erin Perley

At current firm

11 y

since Aug 14, 2015

In the industry

19 y

since Feb 1, 2007 (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

M••••• S•••••• wirehouse current
since Aug 14, 2015 · Peachtree City, Ga
J••• M••••• S••••••••• L•• wirehouse
Oct 7, 2013 to Aug 20, 2015 · Atlanta, Ga
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 28, 2010 to Mar 7, 2013 · Alpharetta, Ga
O••••••••• • C•• I••• BD affiliated
May 29, 2009 to May 18, 2010 · Atlanta, Ga
A••••••••• F•••••••• S•••••••• L•• national BD
Feb 5, 2007 to Apr 11, 2008 · Southlake, Tx

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to M••••• S••••••
left Aug 20, 2015, registered Aug 14, 2015 (-6 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Mar 7, 2013, registered Oct 7, 2013 (214 days) · Wirehouse to wirehouse
O••••••••• • C•• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left May 18, 2010, registered Jul 28, 2010 (71 days) · Other
A••••••••• F•••••••• S•••••••• L•• to O••••••••• • C•• I•••
left Apr 11, 2008, registered May 29, 2009 (413 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: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address