Andrea Marguerite Hamilton

Current Employers

Perigon Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-08-19

CA RA
APPROVED

Since 2020-08-19

Branch Locations

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

1990 North California Blvd. Suite 612, Walnut Creek, CA 94596 • 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

Organization	City	State	From	To
Words Of Gold	Alameda	CA	10/1999	Present
First Affirmative Financial Network	Alameda	CA	04/2015	08/2020
Perigon Wealth Management, Llc	San Francisco	CA	08/2020	Present

10/1999 → Present

Words Of Gold

Alameda, CA
04/2015 → 08/2020

First Affirmative Financial Network

Alameda, CA
08/2020 → Present

Perigon Wealth Management, Llc

San Francisco, CA

Previous Registrations

2015-04-01 → 2020-12-31

First Affirmative Financial Network Llc

El Cerrito, CA
2013-01-03 → 2015-03-31

Protected Investors Of America

San Francisco, CA

San Francisco, CA
2010-11-04 → 2012-12-31

Lpl Financial Llc

Alameda, CA

Lafayette, CA
2011-02-04 → 2011-05-11

Ballou Plum Wealth Advisors Llc

Lafayette, CA
2008-04-23 → 2010-11-08

Waddell & Reed

Seattle, WA

Concord, CA

Other Businesses

1. 11/03/2010: OTHER - WORDS OF GOLD - NOT INVESTMENT RELATED - BUSINESS WRITING, RESEARCH AND EDITORIAL SERVICES ON CONTRACT BASIS. - 0-5HRS/WEEL (NOT DURING TRADING HOURS)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-22

S66 Uniform Combined State Law Examination

2008-04-22

Designations

View on SEC IAPD

Current Employers

Perigon Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews