Best Investors
Account
Sign in
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-30 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-15 |
Reach out to this advisor