Mark Richard Perry is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with CHOATE INVESTMENT ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CHOATE INVESTMENT ADVISORS LLC | 2025-11-26 | present | Yes |
| LOWELL BLAKE & ASSOCIATES INC. | 2021-07-27 | 2023-11-15 | — |
| B. RILEY WEALTH ADVISORS, INC. | 2021-03-24 | 2021-06-22 | — |
| WINSLOW WEALTH MANAGEMENT LLC | 2018-01-05 | 2021-06-07 | — |
| WINSLOW, EVANS & CROCKER, INC. | 2017-04-25 | 2021-04-13 | — |