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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-12 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tucson | AZ | 08/2021 | 10/2022 |
| Wells Fargo Bank, Na | Tucson | AZ | 07/2015 | 07/2021 |
| Ashton Thomas Private Wealth | Tucson | AZ | 11/2022 | 05/2025 |
| Perigon Wealth Management, Llc | Sonoita | AZ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-16 |
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