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300B Drakes Landing Road Suite 190, Greenbrae, CA 94904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED_RES | 2017-03-09 |
Branch Locations
300B Drakes Landing Road Suite 190, Greenbrae, CA 94904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perigon Partners, Llc | San Francisco | CA | 02/2013 | 02/2018 |
| Slow Capital, Inc. | San Francisco | CA | 01/2013 | Present |
| Perigon Wealth Management, Llc | San Francisco | CA | 01/2013 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
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