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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
5444 Westheimer Road, Ste 1600, Houston, TX 77056 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Houston | TX | 08/2009 | 05/2020 |
| Intrua Financiial | Houston | TX | 08/2009 | 05/2020 |
| Teamwork Financial Advisors | San Antonio | TX | 05/2020 | 10/2023 |
| Mariner Independent Advisor Network | Overland Park | KS | 10/2023 | 06/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. Mr. Perry uses Ascend Integrated Wealth as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Perry is registered at, and is related to his investment services practice. Mr. Perry devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Perry devotes to activity providing investment services through PAG. 2. Mr. Perry co-owns Ascend Integrated Tax LLC, providing tax preparation services. Mr. Perry devotes about 8 hours per month to this activity, including 8 hours during securities trading hours. This activity is located at the address where Mr. Perry is registered, but is not related to his investment services practice. Clients can engage Mr. Perry for tax preparation services, but any such services are separate and apart from Private Advisor Group. 3. Mr. Perry holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Perry provides. Mr. Perry may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Perry to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 4. Mr. Perry is the owner of Scott Perry Asset Management LLC through which he operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address where Mr. Perry is registered, and is related to his investment services practice. Mr. Perry devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Perry devotes to activity providing investment services through Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-31 |
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