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Dennis Scott Perdue

Westover Capital Advisors, LLC

Wilmington, DE

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Current Employers
Westover Capital Advisors, Llc

1013 Centre Rd, Suite 405, Wilmington, DE 19805 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-01-31
  • DE RA
    APPROVED
    Since 2022-01-31

Branch Locations

1013 Centre Rd, Suite 405, Wilmington, DE 19805 • 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
Westover Capital Advisors, Llc Wilmington DE 11/2020 Present
Whisman Giordano & Associates, Llc Newark DE 01/2017 10/2020
Master, Sidlow & Associates, P.A. Wilmington DE 01/1999 01/2017
  • 11/2020 → Present
    Westover Capital Advisors, Llc
    Wilmington, DE
  • 01/2017 → 10/2020
    Whisman Giordano & Associates, Llc
    Newark, DE
  • 01/1999 → 01/2017
    Master, Sidlow & Associates, P.A.
    Wilmington, DE
Other Businesses

Mr. Perdue is a CPA in a non-investment related business offering Accounting and Tax Preparation Services. The business is located at: 202 Victoria Ln, Oxford, PA 19363. Mr. Perdue is the sole-proprietor and has participated in this business activity since January of 1999. He spends approximately 20 hours a month devoted to the tax services business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-31
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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