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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2024-02-15 |
| NY | RA | APPROVED | 2022-12-22 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
2381 Rosecrans Ave. Suite 350, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prager Metis Cpas, Llc | El Segundo | CA | 06/1985 | Present |
| Pm Wealth Management, Llc | El Segundo | CA | 05/2019 | 12/2022 |
| Perigon Wealth Management, Llc | El Segundo | CA | 12/2022 | Present |
| Pm Wealth Advisors Llc | New York | NY | 01/2025 | Present |
(1) Prager Metis CPAs, LLC; Not investment-related; 2381 Rosecrans Ave., Suite 350, El Segundo, CA, 90245; Accounting Firm; Partner and Accountant; Start 06/1985; 160 hours during the month, all during securities trading hours; Perform tax and accounting services. (2) Alzheimer's Association, Inc.; Not investment-related; 10000 Washington Blvd., Seventh Floor 07-157, Culver City, CA 90232, Charitable Organization; Board Member; 06/2019; Four (4) hours per month, none of which are during securities trading hours. Duties include fundraising, gala events, and Walk to End Alzheimer's. (5) Insurance; Not investment related; 2381 Rosecrans Ave., Suite 350, El Segundo, CA; Insurance; Agent; Start 10/2021; Approximately 10% of his time; property & casualty sales
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