# William Myers Perry

William Myers Perry is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2018-09-18 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2016-07-07 | 2017-07-18 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2013-08-27 | 2016-03-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5890841)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5890841.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.