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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-05 |
| CA | RA | APPROVED | 2021-07-22 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perigon Wealth Management, Llc | San Francisco | CA | 12/2020 | Present |
| Perigon Wealth Management, Llc | San Francisco | CA | 07/2019 | 06/2020 |
| Self Employed | San Francisco | CA | 10/2018 | 01/2020 |
| Meredith (Formally Time Inc.) | New York | NY | 11/2016 | 09/2018 |
| Time Inc. | New York | NY | 07/2015 | 11/2016 |
| Student | San Francisco | CA | 01/2019 | 05/2020 |
| Perigon Wealth Management, Llc | San Francisco | CA | 06/2020 | 11/2020 |
So Percussion. Not investment-related. 20 Grand Ave., #205, Brooklyn, NY 11205. Percussion based music organization that creates/presents works and educational initiatives to students. Board member/treasurer. 01/2020. Three hours per month. One hour per month during trading hours. Provide advice on strategic vision and tactical issues and provide oversight of bank statements, budgets, and cash flow.
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