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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-05 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
2255 Glades Road Suite 324A, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sloan Asset Management Ag | Zurich | 03/2004 | 08/2019 | |
| Perigon Wealth Management, Llc | Boca Raton | FL | 01/2020 | Present |
| Sloan'S Consulting Services | Boca Raton | FL | 09/2019 | Present |
(1) MR. SLOAN PROVIDES CONSULTING SERVICES IN HIS OWN CAPACITY; APPROXIMATELY 10% OF HIS TIME. FOR THIS, MR. SLOAN RECEIVES COMPENSATION. THIS ACTIVITY IS PARTIALLY INVESTMENT RELATED AND PRESENTS NO MATERIAL CONFLICT OF INTEREST TO HIS RESPONSIBILITIES WITH PERIGON WEALTH MANAGEMENT LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-14 |
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