# TODD ANTHONY PERRY

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..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-01-02 | present | Yes |
| [EXECUTIVE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140736) | 2019-01-31 | 2025-01-21 | — |
| [VINTAGE FINANCIAL SERVICES LLC](https://search.stillhousedata.com/firm/105271) | 2010-06-16 | 2019-02-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5795799)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5795799.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.