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
Alexander Brady Perry
Feed of 09/14/2026
Also filed as Alexander Brady Perry
At current firm
0 y
since Aug 19, 2026
In the industry
10 y
since May 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Pnc Wealth Management BD affiliated currentsince Aug 19, 2026 · Littleton, Co
- Cliftonlarsonallen Wealth Advisors, LLC BD affiliatedMay 14, 2025 to Aug 10, 2026 · Minneapolis, Mn
- Alpha Capital Family Office, LLC independent RIAJul 24, 2024 to May 9, 2025 · Greenwood Village, Co
Moves
a registration end followed by a registration begin elsewhere
- Cliftonlarsonallen Wealth Advisors, LLC to Pnc Wealth Managementleft Aug 10, 2026, registered Aug 19, 2026 (9 days) · Affiliated broker-dealer or bank to another
- Alpha Capital Family Office, LLC to Cliftonlarsonallen Wealth Advisors, LLCleft May 9, 2025, registered May 14, 2025 (5 days) · RIA to affiliated broker-dealer or bank
Signals
- Alexander Brady Perry left Cliftonlarsonallen Wealth Advisors, Llc for Pnc Wealth Management (registered 2026-08-19)Aug 10, 2026 · Advisor changed firm · fact
- Alexander Brady Perry left Alpha Capital Family Office, Llc for Cliftonlarsonallen Wealth Advisors, Llc (registered 2025-05-14)May 9, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address