TODD ANTHONY PERRY is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-01-02 | present | Yes |
| EXECUTIVE WEALTH MANAGEMENT, LLC | 2019-01-31 | 2025-01-21 | — |
| VINTAGE FINANCIAL SERVICES LLC | 2010-06-16 | 2019-02-04 | — |