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
Timothy Adam Perkins
Feed of 09/14/2026
Also filed as Adam Perkins
At current firm
1 y
since Feb 28, 2025
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Integrity Wealth Management state registered currentsince Feb 28, 2025 · Sarasota, Fl
- Seacrest Wealth Management, LLC independent RIASep 23, 2021 to Sep 29, 2023 · Purchase, Ny
- Cambridge Investment Research Advisors, Inc. BD affiliatedMay 5, 2020 to Jun 11, 2021 · Des Moines, Ia
- Voya Financial Advisors, Inc. BD affiliatedJan 23, 2018 to May 11, 2020 · Des Moines, Ia
Moves
a registration end followed by a registration begin elsewhere
- Seacrest Wealth Management, LLC to Integrity Wealth Managementleft Sep 29, 2023, registered Feb 28, 2025 (518 days) · RIA to a state-registered adviser
- Cambridge Investment Research Advisors, Inc. to Seacrest Wealth Management, LLCleft Jun 11, 2021, registered Sep 23, 2021 (104 days) · Affiliated broker-dealer or bank to independent RIA
- Voya Financial Advisors, Inc. to Cambridge Investment Research Advisors, Inc.left May 11, 2020, registered May 5, 2020 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- Timothy Adam Perkins left Seacrest Wealth Management, Llc for Integrity Wealth Management (registered 2025-02-28)Sep 29, 2023 · 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
- STATE REGISTEREDderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address