# JAMES HENRY PERRY

JAMES HENRY PERRY is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with GATEWAY WEALTH PARTNERS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GATEWAY WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/322789) | 2026-04-10 | present | Yes |
| [INVISTA ADVISORS](https://search.stillhousedata.com/firm/282899) | 2016-07-08 | 2025-09-01 | — |
| [GLOBAL RETIREMENT PARTNERS LLC](https://search.stillhousedata.com/firm/172011) | 2014-09-18 | 2014-12-09 | — |
| [FINANCIAL TELESIS INC](https://search.stillhousedata.com/firm/31012) | 2011-06-16 | 2014-12-10 | — |
| [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | 2010-03-10 | 2011-06-03 | — |
| [FIRST LEGACY SECURITIES, LLC](https://search.stillhousedata.com/firm/47079) | 2009-06-26 | 2010-02-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4612862)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4612862.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.