Mark Bradley Perry

Employer firm

Safe Future Wealth Partners LLC CRD 315459

$10.2M regulatory AUM 17 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Safe Future Wealth Partners Llc

41800 W. 11 Mile Road Suite 201, Novi, MI 48375 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2025-01-08
TX	RA	APPROVED	2025-01-08
LA	RA	APPROVED	2024-10-30
MI	RA	APPROVED	2024-09-27

NM RA
APPROVED

Since 2025-01-08
TX RA
APPROVED

Since 2025-01-08
LA RA
APPROVED

Since 2024-10-30
MI RA
APPROVED

Since 2024-09-27

Branch Locations

Edgewood, TX • United States

41800 W. 11 Mile Road Suite 201, Novi, MI 48375 • 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
Willis Knighton Health System	Shreveport	LA	01/2017	11/2023
Trustlaw Associates	Farmington	NM	07/1997	Present
Safe Future Wealth Partners Llc	Edgewood	TX	09/2024	Present

01/2017 → 11/2023

Willis Knighton Health System

Shreveport, LA
07/1997 → Present

Trustlaw Associates

Farmington, NM
09/2024 → Present

Safe Future Wealth Partners Llc

Edgewood, TX

Other Businesses

Trust, Estate Planning and Elderlaw Law Firm, ranching and numerous other passively held interests in real estate and other non-securities related ventures.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-09

S65 Uniform Investment Adviser Law Examination

2024-03-09

Other Names

Mark B Perry

View on SEC IAPD