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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-07 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
379 Thornall Street 2Nd Floor, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Edison | NJ | 02/2015 | 06/2017 |
| Gitterman Wealth Management, Llc | Edison | NJ | 01/2015 | Present |
| Vanderbilt Securities, Llc | Edison | NJ | 06/2017 | Present |
| Perigon Wealth Management, Llc | Edison | NJ | 10/2025 | Present |
1) Vanderbilt Insurance Services; (Main office in Woodbury, NY) Non-Investment related; Insurance Sales; 06/16/17; Time spent during regular business hours - 5%; Compensated with Commissions. 2) Licensed insurance agent; Not investment-related; 379 Thornall Street, 2nd Floor. Edison, NJ 08837; Insurance sales; Implementation of insurance recommendations; 4 hours per month, 0 during trading hours; Licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-19 |
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