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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| NY | RA | APPROVED | 2026-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wanderlust Wealth Management Llc | New York | NY | 06/2015 | 03/2019 |
| Magnus Financial Group Llc | New York | NY | 04/2019 | 01/2026 |
| Pereon Wealth Llc | New York | NY | 12/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 2) Wanderlust Management LLC; Investment-related; Same address; Managing Partner; Entity for management of personal and family investments and management consulting services; Less than 5% of time during the month. 3) ADCP Group, LLC; Investment-related; Same address; Managing Partner; Entity for management of personal and family investments; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-24 |
| S66 | Uniform Combined State Law Examination | 2008-10-21 |
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