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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-06 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Conway, SC • United States
379 Thornall Street 2Nd Floor, Edison, NJ 08837 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gitterman Wealth Management, Llc | Conway | SC | 08/2010 | 09/2025 |
| Vanderbilt Securities, Llc | Conway | SC | 06/2017 | Present |
| Perigon Wealth Management, Llc | Conway | SC | 09/2025 | Present |
Perigon Wealth Management, LLC. Investment related. Start date: 09/2025. Address: Conway SC 29526. Title: Senior Finance Operations Associate. Duties: Work with the accounting & finance team. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-08 |
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