Daniel Gerard Gwizdak

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-24
NY	RA	APPROVED	2024-06-21

Branch Locations

101 South Broadway, South Nyack, NY 10960 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Commonwealth Equity Svcs, Llc Dba Commonwealth Financial Network	South Nyack	NY	11/2021	06/2024
Creative Financial Planning, Inc.	South Nyack	NY	11/2021	06/2024
Creative Financial Planning, Inc.	South Nyack	NY	06/2014	11/2021
Commonwealth Financial Network	Waltham	MA	06/2014	11/2021
Perigon Wealth Management, Llc	South Nyack	NY	06/2024	Present

11/2021 → 06/2024

Commonwealth Equity Svcs, Llc Dba Commonwealth Financial Network

South Nyack, NY
11/2021 → 06/2024

Creative Financial Planning, Inc.

South Nyack, NY
06/2014 → 11/2021

Creative Financial Planning, Inc.

South Nyack, NY
06/2014 → 11/2021

Commonwealth Financial Network

Waltham, MA
06/2024 → Present

Perigon Wealth Management, Llc

South Nyack, NY

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-01-04

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