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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-07
  • TX RA
    APPROVED
    Since 2021-07-07

Branch Locations

Mission, TX • United States

201 Mission Street Suite 1825, San Francisco, CA 94105 • 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
Ehs Software San Francisco CA 10/2016 08/2018
Fair Capital, Inc. San Francisco CA 06/2018 Present
Business Consultant San Diego CA 05/2015 09/2016
Perigon Wealth Management, Llc Mission TX 01/2020 Present
  • 10/2016 → 08/2018
    Ehs Software
    San Francisco, CA
  • 06/2018 → Present
    Fair Capital, Inc.
    San Francisco, CA
  • 05/2015 → 09/2016
    Business Consultant
    San Diego, CA
  • 01/2020 → Present
    Mission, TX
Previous Registrations
Other Businesses

1. Fair Capital, Inc. Not-investment related. 3010 Buchanan Street, Apt. 9, San Francisco , CA. 94123. Software corporation. Financial software developer. 06/2018. Ten hours per month. Zero hours during securities trading hours. Manage software implementation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-21
  • S66 Uniform Combined State Law Examination
    2007-07-21
Designations

View on SEC IAPD

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