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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_RES 2023-11-30
CA RA APPROVED 2023-01-30
  • TX RA
    APPROVED_RES
    Since 2023-11-30
  • CA RA
    APPROVED
    Since 2023-01-30

Branch Locations

201 1St Street Suite 204, Petaluma, CA 94952 • United States

201 Mission Street Suite 1825, San Francisco, CA 94105 • 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
Perigon Wealth Management, Llc Petaluma CA 01/2023 Present
Burleson & Company, Llc Petaluma CA 01/2016 05/2023
California Army National Guard Chico CA 06/2013 06/2018
California Army National Guard Chico CA 06/2018 Present
  • 01/2023 → Present
    Petaluma, CA
  • 01/2016 → 05/2023
    Burleson & Company, Llc
    Petaluma, CA
  • 06/2013 → 06/2018
    California Army National Guard
    Chico, CA
  • 06/2018 → Present
    California Army National Guard
    Chico, CA
Previous Registrations
  • 2016-01-04 → 2023-05-31
    Burleson & Company, Llc
    Petaluma, CA
Other Businesses

[1] California Army National Guard; Not investment related; 2415 Tom Polk Ave., Chico, CA 95926; Governmental Authority; Commander; Start 12/2011; 20 hours/month, not during securities trading hours; Personnel management, equipment management, and engineering design/build. [2] BCo Venture Fund I GP, LLC; Not investment related; 201 1st Street, Suite 204, Petaluma, CA 94952; General Partner to private fund; Partner; Start 05/2019; Less than 10 hours per month, all of which are during securities trading hours; Duties include allocating portfolio positions and fund administration. [3] Rental Property Owner; Not investment related; Petaluma and Oakland, CA; Rental property; Owner; 08/2018; Less than 5 hours per month; 0 hours during securities trading hours; Duties include advertising properties, maintenance, and expense management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-04
S63 Uniform Securities Agent State Law Examination 2013-07-15
  • S65 Uniform Investment Adviser Law Examination
    2016-01-04
  • S63 Uniform Securities Agent State Law Examination
    2013-07-15

View on SEC IAPD

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