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George Millholland Matthai

Perigon Wealth Management, LLC

White Marsh, MD

San Francisco, CA

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Current Employers
Perigon Wealth Management, Llc

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-11-24
  • MD RA
    APPROVED
    Since 2021-11-24

Branch Locations

5430 Campbell Boulevard Suite 207, White Marsh, MD 21162-5504 • 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
Matthai & Associates, Inc. White Marsh MD 11/1991 03/2022
Perigon Wealth Management, Llc White Marsh MD 11/2021 Present
Previous Registrations
  • 2012-06-26 → 2022-03-15
    Matthai Capital Management
    White Marsh, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-09
S63 Uniform Securities Agent State Law Examination 1982-09-28
  • S65 Uniform Investment Adviser Law Examination
    1993-12-09
  • S63 Uniform Securities Agent State Law Examination
    1982-09-28
Other Names
  • Buzz Matthai

View on SEC IAPD

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