Edmond Sukalic

Current Employers

Employment History

• 06/2018 → 11/2022
  Lpl Financial, Llc
  New York, NY
• 02/2019 → 11/2022
  Pm Wealth Management, Llc
  New York, NY
• 11/2022 → Present
  Perigon Wealth Management, Llc D/B/A Pm Wealth Management
  New York, NY
• 02/2021 → Present
  Dinami Partners, Inc.
  New York, NY
• 03/2011 → 07/2021
  Prager Metis Cpas Llc
  New York, NY
• 01/2023 → Present
  Purshe Kaplan Sterling Investment
  New York, NY

Previous Registrations

• 2019-06-27 → 2022-12-19
  Pm Wealth Management, Llc
  New York, NY

Other Businesses

(1.) PM Wealth Management; Investment Related; 14 Penn Plaza, 18th Floor, New York, NY 10122; d/b/a for investment advisory business with Perigon. (2.) Dinami Partners, Inc.; Not Investment Related; 609 Greenwich Street, 4th Floor, New York, NY 10014; Tax Prep/Accounting/CPA - Supervisor; Started 02/2021; 10 Hours Per Month/1 Hour During Securities Trading; Tax preparation, accounting, and tax advisory. (3.) Insurance Sales; Not Investment Related; 14 Penn Plaza, 18th Floor, New York, NY 10122; Insurance Agent; Start 5/2020; Less than 10% of Mr. Sukaic's time is spent in this capacity; Implementation of insurance sales. (4.) Mr. Sukalic is dually-registered with Perigon Wealth Management, LLC ("Perigon") and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Mr. Specht has served as an investment advisor representative for Perigon since 11/2022 and as a registered representative with PKS since 1/2023. Business is conducted from 14 Penn Plaza, 18th Floor, New York, NY 10122. Approximately 90% of Mr. Specht's time is spent in an investment advisor representative capacity and the balance as a registered representative. (5.) PKS Financial; Investment related; 80 State Street, Albany, NY 12207; Broker/dealer; registered representative; Start 1/2023; 5-10 hours per week; Other business during trading hours = 30-40 hours; financial advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-06-20
• S65 Uniform Investment Adviser Law Examination
  2018-11-13