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Sally Mcfarland

Perigon Wealth Management, LLC

West Columbia, SC

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
SC RA APPROVED 2026-08-25
  • SC RA
    APPROVED
    Since 2026-08-25

Branch Locations

602 Meeting Street Suite C, West Columbia, SC 29169 • 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
Perigon Wealth Management, Llc West Columbia SC 04/2024 Present
Prudeo Partners West Columbia SC 07/2012 04/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-25
  • S65 Uniform Investment Adviser Law Examination
    2026-08-25

View on SEC IAPD

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Other Offices

BROOKSTONE WEALTH ADVISORS, LLC · West Columbia, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · West Columbia, SC
EDWARD JONES · CAYCE, SC
FIRST CITIZENS INVESTOR SERVICES, INC. · CAYCE, SC
WELLS FARGO CLEARING SERVICES, LLC · CAYCE, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · West Columbia, SC
OSAIC WEALTH, INC. · WEST COLUMBIA, SC
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC · COLUMBIA, SC

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