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Daniel Alexander Perkins

Perkins Wealth Advantage

Fishers, IN

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Current Employers
Perkins Wealth Advantage

Fishers, IN • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-21
IN RA APPROVED 2022-04-18
  • TX RA
    APPROVED_RES
    Since 2022-04-21
  • IN RA
    APPROVED
    Since 2022-04-18

Branch Locations

Fishers, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buckingham Asset Management, Llc Clayton MO 01/2015 02/2017
Wealthpoint Advisors, Llc Indianapolis IN 02/2017 04/2022
Perkins Wealth Advantage, Llc Fishers IN 04/2022 Present
  • 01/2015 → 02/2017
    Buckingham Asset Management, Llc
    Clayton, MO
  • 02/2017 → 04/2022
    Wealthpoint Advisors, Llc
    Indianapolis, IN
  • 04/2022 → Present
    Perkins Wealth Advantage, Llc
    Fishers, IN
Previous Registrations
  • 2018-01-03 → 2022-06-01
    Wealthpoint Advisors Llc
    Indianapolis, IN
  • 2017-03-29 → 2017-12-31
    Wealthpoint Advisors Llc
    Indianapolis, IN
  • 2015-06-04 → 2017-06-14
    Buckingham Strategic Wealth, Llc
    Indianapolis, IN
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-04
  • S65 Uniform Investment Adviser Law Examination
    2015-06-04
Designations
Other Names
  • Alex Perkins

View on SEC IAPD

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