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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-14 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
2000 Town Center Suite 1825, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baron Wealth Management, Llc | Troy | MI | 06/2016 | 10/2019 |
| Lumin Financial, Llc | Southfield | MI | 11/2019 | 03/2024 |
| Perigon Wealth Management, Llc | Southfield | MI | 12/2023 | Present |
[1] LICENSED INSURANCE AGENT; NOT-INVESTMENT RELATED; 2000 TOWN CENTER, SUITE 1825, SOUTHFIELD, MI 48075; INSURANCE SALES; AGENT; 05/1993; LESS THAN ONE HOUR PER MONTH, WHICH IS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE PROPOSALS, CONSULTING, AND INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-21 |
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