DEPARTMENT OF INSURANCE

Affiliations

Name	Perry Wealth Management, LLC DBA : Perry & Associates Insurance	DOIID	1122244	NAIC NPN	19816363

License - Line of Authority Information

Status	Residency	Class	Line of Authority	Active Date	License Expiration Date
Active	Resident	Agent	Casualty	2/26/2021	3/31/2027
Active	Resident	Agent	Property	2/26/2021	3/31/2027
Active	Resident	Agent	Life	2/26/2021	3/31/2027
Denied	Resident	Agent	Personal Lines
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.

License Renewal Information

Class	Invoice Date	Response Due / Expiration Date	Response Received Date	Payment Received Date	Renewal Complete
Agent	01/15/2025	03/31/2025	07/16/2024	07/16/2024	Yes

Appointments with the following Insurers

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Inactive	American Economy Insurance Company	300315	Agent - Casualty	8/31/2022	3/29/2024
Inactive	American Economy Insurance Company	300315	Agent - Property	8/31/2022	3/29/2024
Inactive	American Modern Home Insurance Company	300791	Agent - Casualty	5/3/2021	12/13/2023
Inactive	American Modern Home Insurance Company	300791	Agent - Property	5/3/2021	12/13/2023
Active	American Modern Property and Casualty Insurance Company	301954	Agent - Casualty	6/3/2021
Active	American Modern Property and Casualty Insurance Company	301954	Agent - Property	6/3/2021
Inactive	Bristol West Insurance Company	301655	Agent - Casualty	4/14/2021	12/20/2024
Inactive	Bristol West Insurance Company	301655	Agent - Property	4/14/2021	12/20/2024
Active	CSAA Fire & Casualty Insurance Company	606666	Agent - Casualty	10/18/2021
Active	CSAA Fire & Casualty Insurance Company	606666	Agent - Property	10/18/2021
Active	CSAA General Insurance Company	606675	Agent - Casualty	10/18/2021
Active	CSAA General Insurance Company	606675	Agent - Property	10/18/2021
Active	Foremost Insurance Company Grand Rapids, Michigan	301027	Agent - Casualty	4/14/2021
Active	Foremost Insurance Company Grand Rapids, Michigan	301027	Agent - Property	4/14/2021
Active	Progressive Casualty Insurance Company	300696	Agent - Casualty	7/19/2024
Active	Progressive Casualty Insurance Company	300696	Agent - Property	7/19/2024
Inactive	SAFECO Insurance Company of America	300159	Agent - Casualty	9/30/2022	3/29/2024
Inactive	SAFECO Insurance Company of America	300159	Agent - Property	9/30/2022	3/29/2024
Inactive	SAFECO Insurance Company of Illinois	301350	Agent - Casualty	8/31/2022	3/29/2024
Inactive	SAFECO Insurance Company of Illinois	301350	Agent - Property	8/31/2022	3/29/2024
Active	United Financial Casualty Company	301886	Agent - Casualty	7/19/2024
Active	United Financial Casualty Company	301886	Agent - Property	7/19/2024

Designated Individuals

Status	Affiliation Name	DOI Number	Line of Authority	Active Date
Pending	Lee, Daniel Caleb	1382893	Agent - Casualty
Pending	Lee, Daniel Caleb	1382893	Agent - Property
Active	Perry, Robbie Leo	335536	Agent - Casualty	2/26/2021
Active	Perry, Robbie Leo	335536	Agent - Life	2/26/2021
Active	Perry, Robbie Leo	335536	Agent - Property	2/26/2021
Active	Perry, Robert Andrew	1006240	Agent - Casualty	3/18/2025
Active	Perry, Robert Andrew	1006240	Agent - Property	3/18/2025