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Current Employers
Safe Future Wealth Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

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
OrganizationCityStateFromTo
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
    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
CodeExamDate
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

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