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Inactive

Rafia Khushbakht Hasan

Perigon Wealth Management, LLC

San Francisco, CA

Oak Park, IL

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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-18
  • IL RA
    APPROVED
    Since 2023-07-18

Branch Locations

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

Oak Park, IL • 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
Hewins Financial Advisors Llc Chicago IL 01/2016 11/2017
Hewins Financial Advisors Llc Chicago IL 11/2017 05/2018
Wipfli Financial Advisors, Llc Chicago IL 06/2018 09/2022
Perigon Wealth Management, Llc Oak Park IL 07/2023 Present
Self-Employed Oak Park IL 10/2022 07/2023
  • 01/2016 → 11/2017
    Hewins Financial Advisors Llc
    Chicago, IL
  • 11/2017 → 05/2018
    Hewins Financial Advisors Llc
    Chicago, IL
  • 06/2018 → 09/2022
    Wipfli Financial Advisors, Llc
    Chicago, IL
  • 07/2023 → Present
    Perigon Wealth Management, Llc
    Oak Park, IL
  • 10/2022 → 07/2023
    Self-Employed
    Oak Park, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-30
  • S66 Uniform Combined State Law Examination
    2011-09-30
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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