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Charles Bernard Pinson-Rose

Perigon Wealth Management, LLC

Reno, NV

San Francisco, CA

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Current Employers
Perigon Wealth Management, Llc

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2023-09-29
  • NV RA
    APPROVED
    Since 2023-09-29

Branch Locations

Reno, NV • United States

201 Mission Street Suite 1825, San Francisco, CA 94105 • 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
Perigon Wealth Management, Llc Reno NV 01/2019 09/2024
Perigon Wealth Management, Llc San Francisco CA 04/2015 01/2019
Perigon Wealth Management, Llc Reno NV 09/2024 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-09-03
  • S63 Uniform Securities Agent State Law Examination
    2002-09-03
Designations
Other Names
  • Chuck Pinson-Rose

View on SEC IAPD

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