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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-19 |
Branch Locations
321 Main Street, Amherst, MA 01002 • 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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Holyoke | MA | 05/2014 | 04/2023 |
| Perigon Wealth Management, Llc | Amherst | MA | 04/2023 | Present |
United Way of Franklin Hampshire Region, Not investment-related, Northampton, MA, Charitable organization, Audit Committee Member, Start 03/2023, approximately 1 hour/month, not during trading hours, Assist in preparing for annual audit and reviewing the audit prepared by an independent firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-06 |
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