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Inactive

Brad James Bell

Perigon Wealth Management, LLC

Southfield, MI

San Francisco, CA

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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-20
  • MI RA
    APPROVED
    Since 2024-03-20

Branch Locations

2000 Town Center Drive, Southfield, MI 48085 • United States

201 Mission Street Suite 1825, San Francisco, CA 94105 • 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
Perigon Wealth Management, Llc Southfield MI 03/2024 03/2024
Lumin Financial, Llc Southfield MI 06/2019 03/2024
The Northwestern Mutual Life Insurance Company Troy MI 05/2018 02/2019
Sears, Roebuck And Co. Mount Pleasant MI 11/2016 12/2017
Full-Time Student Mount Pleasant MI 08/2013 05/2019
Perigon Wealth Management, Llc Southfield MI 03/2024 Present
  • 03/2024 → 03/2024
    Perigon Wealth Management, Llc
    Southfield, MI
  • 06/2019 → 03/2024
    Lumin Financial, Llc
    Southfield, MI
  • 05/2018 → 02/2019
    The Northwestern Mutual Life Insurance Company
    Troy, MI
  • 11/2016 → 12/2017
    Sears, Roebuck And Co.
    Mount Pleasant, MI
  • 08/2013 → 05/2019
    Full-Time Student
    Mount Pleasant, MI
  • 03/2024 → Present
    Perigon Wealth Management, Llc
    Southfield, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-19
  • S65 Uniform Investment Adviser Law Examination
    2024-03-19

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SOUTHFIELD, MI
M.A. GLOBAL INVESTMENT ADVISOR, LLC · SOUTHFIELD, MI
LPL ENTERPRISE, LLC · SOUTHFIELD, MI
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