Inactive

Timothy Adam Perkins

Integrity Wealth Management

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Current Employers

Integrity Wealth Management

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-02-28

FL RA
APPROVED

Since 2025-02-28

Branch Locations

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • 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

Organization	City	State	From	To
Gremler Financial Group	Des Moines	IA	05/2016	05/2017
Drake University	Des Moines	IA	08/2013	05/2017
Voya Financial Advisors	Des Moines	IA	06/2017	05/2020
Cambridge Investment Research, Inc.	Fairfield	IA	05/2020	06/2021
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	05/2020	06/2021
Seacrest Wealth Management, Llc	Purchase	NY	09/2021	09/2023
Integrity Wealth Management	Sarasota	FL	09/2023	Present

05/2016 → 05/2017

Gremler Financial Group

Des Moines, IA
08/2013 → 05/2017

Drake University

Des Moines, IA
06/2017 → 05/2020

Voya Financial Advisors

Des Moines, IA
05/2020 → 06/2021

Cambridge Investment Research, Inc.

Fairfield, IA
05/2020 → 06/2021

Cambridge Investment Research Advisors, Inc.

Fairfield, IA
09/2021 → 09/2023

Seacrest Wealth Management, Llc

Purchase, NY
09/2023 → Present

Integrity Wealth Management

Sarasota, FL

Previous Registrations

2021-09-23 → 2023-09-29

Seacrest Wealth Management, Llc

Des Moines, IA

Purchase, NY
2020-05-05 → 2021-06-11

Cambridge Investment Research Advisors, Inc.

Des Moines, IA
2018-01-23 → 2020-05-11

Voya Financial Advisors, Inc.

Des Moines, IA

Des Moines, IA

Des Moines, IA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-24

S66 Uniform Combined State Law Examination

2017-07-24

Other Names

Adam Perkins

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.

HENDRICKS WEALTH AND ESTATE MANAGEMENT

OSAIC WEALTH, INC.

ACCURATE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BASE WEALTH MANAGEMENT

RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES

Thomas Donald Anderson

JOHNATHAN RYAN HENDRIX

MEREDITH BAKER FREEMAN

RICHARD MANANSALA MANANKIL

CHRISTOPHER D'ANDREA

LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL

EDWARD JONES · Lakewood Ranch, FL

HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

OSAIC WEALTH, INC. · SARASOTA, FL

ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL

AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL

BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL

EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

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