Timothy Adam Perkins

Employer firm

Integrity Wealth Management CRD 137803

$77.2M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2017-07-24

Other Names

• Adam Perkins