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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-08 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Midlothian, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integral Investment Advisors, Inc. | Modesto | CA | 03/2009 | 12/2018 |
| Perigon Wealth Management, Llc | Midlothian | VA | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-02 |
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