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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2017-06-19 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Irvine, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Monterey | CA | 10/2012 | 05/2017 |
| Perigon Wealth Management, Llc | Irvine | CA | 06/2017 | Present |
1. Insurance Sales; Not Investment Related; Salinas, CA 93908; Insurance Sales; Agent; Start 9/2006; 2 Hours Per Month, During Securities Trading Hours; Sales Of Insurance Products (Accident And Health, Life Only, And Variable Contracts Lines Of Authority)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-19 |
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