Investment adviser representative · Integrity Wealth Management
Timothy A. Perkins
CRD 6636694 · Sarasota, FL
At a glance
Timothy A. Perkins is an investment adviser representative with Integrity Wealth Management in Sarasota, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Timothy’s SEC record dates to 2018, about 8 years ago.
Current advisory firms
- Integrity Wealth ManagementSince February 2025Sarasota, FL · State-registered or not in the SEC’s list
- Sound Income Strategies, LLCSince October 2026Fort Lauderdale, FL · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Timothy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Integrity Wealth Management
- Samuel L. CioneSarasota
- Norman P. McEvoySarasota · Chartered Financial Consultant
- Massimo F. TeresiSarasota
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