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Mary Susan Brockington Perry

Whitwell Advisors

Bee Cave, TX

Summerville, SC

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Current Employers
Whitwell Advisors

Bee Cave, TX • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-24
CA RA APPROVED 2026-07-30
HI RA APPROVED 2026-07-30
TX RA APPROVED_RES 2026-07-30
VA RA APPROVED 2026-07-30
NV RA APPROVED 2026-07-29
SC RA APPROVED 2026-07-29
  • FL RA
    APPROVED
    Since 2026-08-24
  • CA RA
    APPROVED
    Since 2026-07-30
  • HI RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • VA RA
    APPROVED
    Since 2026-07-30
  • NV RA
    APPROVED
    Since 2026-07-29
  • SC RA
    APPROVED
    Since 2026-07-29

Branch Locations

Bee Cave, TX • United States

Summerville, SC • 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
Wells Fargo Advisors Llc Charleston SC 07/2011 11/2016
Wells Fargo Clearing Services, Llc Charleston SC 11/2016 02/2025
Unemployed Summerville SC 02/2025 07/2026
Whitwell & Co., Llc Austin TX 07/2026 Present
  • 07/2011 → 11/2016
    Wells Fargo Advisors Llc
    Charleston, SC
  • 11/2016 → 02/2025
    Charleston, SC
  • 02/2025 → 07/2026
    Unemployed
    Summerville, SC
  • 07/2026 → Present
    Whitwell & Co., Llc
    Austin, TX
Previous Registrations
Other Businesses

RENTAL PROPERTY, INV RELATED, SUMMERVILLE, SC, 100% OWNERSHIP, START 3/1/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. |

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-11-11
S65 Uniform Investment Adviser Law Examination 1995-12-07
  • S63 Uniform Securities Agent State Law Examination
    2011-11-11
  • S65 Uniform Investment Adviser Law Examination
    1995-12-07
Other Names
  • Mary S Brockington
  • Mary Susan Brockington
  • Susie Perry

View on SEC IAPD

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