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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
1990 North California Blvd. Suite 612, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ritz Carlton | San Francisco | CA | 01/2015 | 06/2020 |
| David White And Associates | San Ramon | CA | 03/2016 | 05/2017 |
| Ameritas Investment Corp | Lincoln | NE | 01/2018 | 06/2019 |
| Ameritas Life Insurance Corp | Lincoln | NE | 05/2017 | 06/2019 |
| Amcom Data Processing | Alamo | CA | 03/2018 | 09/2020 |
| Lpl Financial | Castro Valley | CA | 06/2019 | 12/2019 |
| Insight Wealth Strategies, Llc | San Ramon | CA | 01/2020 | 12/2020 |
| Perigon Wealth Mangement, Llc | San Francisco | CA | 01/2021 | Present |
[1] Insurance Agent; Not investment-related; 201 Mission Street, Suite 1825, San Francisco, CA 94105; Insurance sales; Agent; 07/2016; Two hours per month, none of which are during securities trading hours; Insurance sales and reviews. [2] SamoaBound, LLC; Not investment-related; Alamo, CA 94507; Entity created for investment advisory revenue; Owner; 08/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-28 |
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