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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
Branch Locations
Greenfield, MA • United States
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 |
|---|---|---|---|---|
| Twin Focus Capital Partners, Llc | Boston | MA | 01/2013 | 04/2019 |
| Bolton Global Asset Management | Bolton | MA | 10/2021 | 04/2025 |
| Bessemer Trust Company | Woodbridge | NJ | 04/2019 | 09/2021 |
| Perigon Wealth Management, Llc | Greenfield | MA | 04/2025 | Present |
| Fortune Financial Services, Inc. | Greenfield | MA | 05/2025 | Present |
1) Erica Graham is dually registered with Fortune Financial Services, Inc. ("Fortune Financial Svcs., Inc.") and Perigon Wealth Management, LLC ("Perigon"). Ms. Graham has served as an investment advisor representative for Perigon and as a registered representative for Fortune Financial Svcs., Inc. since 05/2025. Business is conducted from Greenfield, MA. Approximately 10% of Ms. Graham's time is for services as a registered representative and approximately 80% of her time is for services as an investment advisor representative. 2) Delap Real Estate; Not investment related; 158 N King Street, Northampton, MA. 01060; Real estate agency; Realtor; 5/1/2023; 8 hours per month; 0 during trading hours; assist with real estate transactions, help buyers and sellers with the sale or purchase of property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-06 |
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