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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-24 |
| CA | RA | APPROVED | 2023-11-29 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seaside Advisory Services, Inc. Dba Seaside Financial & Ins Svcs | Carlsbad | CA | 08/2015 | 05/2018 |
| Seaside Advisory Services, Inc. Dba Seaside Financial & Ins Svcs | Carlsbad | CA | 01/2018 | 01/2024 |
| Perigon Wealth Management, Llc | Carlsbad | CA | 11/2023 | Present |
[1] Chief Financial Officer Services ("CFO"); Not-investment related; Carlsbad, CA 92009; Part-time CFO services to various companies; 04/2022; Mr. Ophetveld spends approximately ten to fifteen hours per month on this activity, all of which are during securities trading hours; Mr. Ophetveld's duties include assessing a company's financial status, analyzing investment plans and capital expansion, forecasting revenues, expenses, and income and identifying financial risks and opportunities. [2] Veld Corporation; Not investment related; Carlsbad, CA 92009; Entity created for investment advisory business and revenue; Owner; 01/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-17 |
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