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James Michael Perry

Keel Point, LLC

Richmond, VA

Huntsville, AL

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Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2014-10-03
  • VA RA
    APPROVED
    Since 2014-10-03

Branch Locations

Richmond, VA • United States

100 Church Street Suite 500, Huntsville, AL 35801 • 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
Keel Point Capital, Llc Huntsville AL 01/2015 12/2018
Keel Point Huntsville AL 01/2019 Present
  • 01/2015 → 12/2018
    Keel Point Capital, Llc
    Huntsville, AL
  • 01/2019 → Present
    Keel Point
    Huntsville, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-30
S63 Uniform Securities Agent State Law Examination 1997-08-25
  • S65 Uniform Investment Adviser Law Examination
    2000-08-30
  • S63 Uniform Securities Agent State Law Examination
    1997-08-25
Other Names
  • Mike Perry

View on SEC IAPD

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