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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-24 |
| SC | RA | APPROVED | 2025-01-16 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
602 Meeting Street Suite C, West Columbia, SC 29169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 05/2012 | 12/2024 |
| Bank Of America, N.A. | Columbia | SC | 07/2012 | 12/2024 |
| Perigon Wealth Management, Llc | West Columbia | SC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-20 |
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