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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-01 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Los Altos, CA • United States
228 Hamilton Avenue 3Rd Floor, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cognizant Wealth Advisors, Llc | Los Altos | CA | 04/2012 | 01/2023 |
| Perigon Wealth Management, Llc D/B/A Cognizant Wealth Advisors | Los Altos | CA | 02/2023 | Present |
| Cognizant Wealth Advisors, Llc | Los Altos | CA | 02/2023 | 03/2023 |
[1] Los Altos Mountain View Community Foundation ("Los Altos"); Not investment related; Los Altos, CA; Charitable organization; Investment committee member; Start 05/2019; Approximately 2 hours/month, not during securities trading hours; Provide investment policy advice to Los Altos's Investment Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-27 |
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