Best Investors Account Sign in
Inactive

Kristina Schurrath Regan

Perigon Wealth Management, LLC

New London, NH

San Francisco, CA

Claim This Profile
Current Employers
Perigon Wealth Management, Llc

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-08-14
  • NH RA
    APPROVED
    Since 2024-08-14

Branch Locations

468 Main Street, New London, NH 03257 • United States

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Credit Sights New York NY 03/2015 09/2020
Carlson Investments Concord NH 10/2020 01/2024
Perigon Wealth Management, Llc New London NH 02/2024 Present
Previous Registrations
  • 2020-10-01 → 2024-01-16
    Carlson Investments
    Concord, NH
  • 2013-11-18 → 2015-03-02
    Taylor, Cottrill Llc
    New London, NH
  • 2004-02-26 → 2005-11-28
    Hutchens Investment Management Inc
    New London, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-18
  • S65 Uniform Investment Adviser Law Examination
    2013-11-18
Other Names
  • Kristina Schurrath
  • Kristina C Schurrath

View on SEC IAPD

Other Firms

BENJAMIN F. EDWARDS & COMPANY, INC.
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
CWM, LLC
MARINER
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ROBERT A. ZOCK & CO.,INC.

Other Investors

Joseph Dupree
CHRISTOPHER MORSE
ROBIN CLIFTON BRIGHAM
PETER EDWARD HAGER
ANDREW WEBSTER HAGER
Michael J Bechtold
LOUIE ROSS GOTT
MARTHA ELIZABETH COTTRILL

Other Offices

BENJAMIN F. EDWARDS & COMPANY, INC. · NEW LONDON, NH
HAGER INVESTMENT MANAGEMENT SERVICES, LLC · NEW LONDON, NH
CWM, LLC · New London, NH
MARINER · New London, NH
MARINER · New London, NH
EDWARD JONES · New London, NH
AMERIPRISE FINANCIAL SERVICES, LLC · New London, NH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · NEW LONDON, NH

More in New London, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor