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Elizabeth Ann Bosworth

Perigon Wealth Management, LLC

San Francisco, CA

Asheville, NC

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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 2023-11-30
NC RA APPROVED 2023-07-28
  • TX RA
    APPROVED
    Since 2023-11-30
  • NC RA
    APPROVED
    Since 2023-07-28

Branch Locations

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

Asheville, NC • 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
Lakeview Capital Partners, Llc Atlanta GA 03/2014 12/2021
Perigon Wealth Management, Llc Asheville NC 12/2021 Present
Previous Registrations
  • 2014-03-03 → 2021-12-02
    Bison Wealth, Llc
    Atlanta, GA
  • 2012-09-11 → 2014-03-04
    Resource Planning Group, Ltd.
    Atlanta, GA
Designations
Other Names
  • Elizabeth Ann Talley
  • Beth Bosworth
  • Beth Talley

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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