# Wade Steven Perry

Wade Steven Perry is an investment adviser representative (IAR) with state registration records since 1999, appearing at 8 firms. Currently registered with WESPAC ADVISORS SOCAL, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WESPAC ADVISORS SOCAL, LLC](https://search.stillhousedata.com/firm/158413) | 2011-09-21 | present | Yes |
| [WESPAC ADVISORS, LLC](https://search.stillhousedata.com/firm/148242) | 2009-09-23 | 2012-01-11 | — |
| [HILLTOP SECURITIES INC.](https://search.stillhousedata.com/firm/6220) | 2008-12-10 | 2009-07-07 | — |
| [TOWER ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/107919) | 2004-07-27 | 2009-07-06 | — |
| [M.L. STERN & CO., LLC.](https://search.stillhousedata.com/firm/8327) | 2003-06-03 | 2009-01-21 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2003-02-19 | 2003-05-28 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2002-07-03 | 2003-02-13 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 1999-01-05 | 2002-06-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2923884)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2923884.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.