DEPARTMENT OF INSURANCE
Affiliations
NamePerry Wealth Management, LLC
DBA : Perry & Associates Insurance
DOIID1122244NAIC NPN19816363
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveResidentAgentLife2/26/2021 3/31/2027
ActiveResidentAgentProperty2/26/2021 3/31/2027
ActiveResidentAgentCasualty2/26/2021 3/31/2027
ActiveResidentAgentHealth4/6/2025 3/31/2027
DeniedResidentAgentPersonal Lines   
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.
Appointments with the following Insurers
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
InactiveAmerican Economy Insurance Company300315Agent - Casualty8/31/20223/29/2024
InactiveAmerican Economy Insurance Company300315Agent - Property8/31/20223/29/2024
InactiveAmerican Modern Home Insurance Company300791Agent - Casualty5/3/202112/13/2023
InactiveAmerican Modern Home Insurance Company300791Agent - Property5/3/202112/13/2023
ActiveAmerican Modern Property and Casualty Insurance Company301954Agent - Casualty6/3/2021 
ActiveAmerican Modern Property and Casualty Insurance Company301954Agent - Property6/3/2021 
InactiveBristol West Insurance Company301655Agent - Casualty4/14/202112/20/2024
InactiveBristol West Insurance Company301655Agent - Property4/14/202112/20/2024
ActiveCSAA Fire & Casualty Insurance Company606666Agent - Casualty10/18/2021 
ActiveCSAA Fire & Casualty Insurance Company606666Agent - Property10/18/2021 
ActiveCSAA General Insurance Company606675Agent - Casualty10/18/2021 
ActiveCSAA General Insurance Company606675Agent - Property10/18/2021 
ActiveForemost Insurance Company Grand Rapids, Michigan301027Agent - Casualty4/14/2021 
ActiveForemost Insurance Company Grand Rapids, Michigan301027Agent - Property4/14/2021 
ActiveProgressive Casualty Insurance Company300696Agent - Casualty7/19/2024 
ActiveProgressive Casualty Insurance Company300696Agent - Property7/19/2024 
InactiveSAFECO Insurance Company of America300159Agent - Casualty9/30/20223/29/2024
InactiveSAFECO Insurance Company of America300159Agent - Property9/30/20223/29/2024
InactiveSAFECO Insurance Company of Illinois301350Agent - Casualty8/31/20223/29/2024
InactiveSAFECO Insurance Company of Illinois301350Agent - Property8/31/20223/29/2024
ActiveUnited Financial Casualty Company301886Agent - Casualty7/19/2024 
ActiveUnited Financial Casualty Company301886Agent - Property7/19/2024 
Designated Individuals
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
PendingHoward, Jared Tyler 1304092Agent - Casualty  
PendingHoward, Jared Tyler 1304092Agent - Property  
ActiveLee, Daniel Caleb 1382893Agent - Casualty4/15/2025 
ActiveLee, Daniel Caleb 1382893Agent - Property4/15/2025 
ActivePerry, Robbie Leo 335536Agent - Casualty2/26/2021 
ActivePerry, Robbie Leo 335536Agent - Health4/4/2025 
ActivePerry, Robbie Leo 335536Agent - Life2/26/2021 
ActivePerry, Robbie Leo 335536Agent - Property2/26/2021 
ActivePerry, Robert Andrew 1006240Agent - Casualty3/18/2025 
ActivePerry, Robert Andrew 1006240Agent - Property3/18/2025 

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