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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
Branch Locations
5355 Town Center Road, Boca Raton, FL 33486 • United States
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Fort Lauderdale | FL | 03/2013 | 10/2024 |
| Perigon Wealth Management, Llc | Boca Raton | FL | 10/2024 | Present |
| Ubs Financial Services Inc. | Fort Lauderdale | FL | 03/2013 | 10/2024 |
1) Licensed Insurance Agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-19 |
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