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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-06 |
Branch Locations
Heber City, UT • 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 |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 08/2015 | 03/2018 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 01/2016 | 05/2019 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 03/2018 | 03/2019 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 03/2019 | 05/2019 |
| Choreo, Llc Formerly Rsm Us Wealth Management, Llc | Tampa | FL | 06/2019 | 06/2023 |
| Perigon Wealth Management, Llc | Tampa | FL | 04/2024 | Present |
| Unemployed | Tampa | FL | 07/2023 | 03/2024 |
WWSG TRAVEL, INC. DBA VACAYOU WELLNESS TRAVEL; NOT INVESTMENT RELATED; ST. PETERSBERG, FLORIDA; WELLNESS TRAVEL; ADVISORY BOARD MEMBER; 01/2020; ONE HOUR PER MONTH; NOT DURING SECURITIES TRADING HOURS; DUTIES INCLUDE ACTING AS A SOUNDING BOARD FOR THE FOUNDER TO SHARE IDEAS AND STRATEGIC PRIORITIES FOR THE COMPANY'S GROWTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-04 |
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