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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-04-14 |
Branch Locations
170 Green Valley Parkway, Henderson, NV 89012 • United States
Henderson, NV • United States
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 |
|---|---|---|---|---|
| Curtis Wealth Management Llc | Henderson | NV | 10/2024 | 01/2025 |
| United States Air Force | Hill Afb | UT | 12/2017 | 02/2025 |
| Trevky Llc | Saint George | UT | 05/2019 | Present |
| Perigon Wealth Management, Llc | Las Vegas | NV | 04/2025 | Present |
| Student | Logan | UT | 05/2016 | 04/2019 |
1) Trevky LLC; Not investment-related; 356 South Parkside Circle, Saint George, UT; Pest control services; Owner; Selling and marketing products and services for Vantage Marketing (door to door Pest Control Sales); Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-27 |
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