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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-30
NY RA APPROVED 2021-06-16
  • TX RA
    APPROVED
    Since 2023-11-30
  • NY RA
    APPROVED
    Since 2021-06-16

Branch Locations

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

1675 Broadway 20Th Floor, New York, NY 10019 • 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
National Planning Corporation New York NY 10/2016 10/2017
Unemployed New York NY 03/2016 10/2016
Rlp Wealth Advisors Ridgewood NJ 10/2017 12/2019
Perigon Wealth Management, Llc New York NY 12/2019 Present
  • 10/2016 → 10/2017
    National Planning Corporation
    New York, NY
  • 03/2016 → 10/2016
    Unemployed
    New York, NY
  • 10/2017 → 12/2019
    Rlp Wealth Advisors
    Ridgewood, NJ
  • 12/2019 → Present
    New York, NY
Previous Registrations
  • 2019-07-20 → 2020-01-17
    Rlp Wealth Advisors, Llc
    New York, NY
  • 2017-12-11 → 2017-12-31
    Rlp Wealth Advisors, Llc
    Ridgewood, NJ
  • 2016-10-14 → 2017-11-02
    National Planning Corporation
    Ridgewood, NJ
Other Businesses

Venti Properties LLC; Not Investment Related; 14 Jackson Street, Binghamton, NY 13905; Real Estate Investment; Passive Owner; 08/25/2005; Mr. Kuhlkin does not devote any hours towards this activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-02-27
  • S63 Uniform Securities Agent State Law Examination
    2017-02-27
Designations

View on SEC IAPD

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