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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-22 |
Branch Locations
14 Penn Plaza 18Th Floor, New York, NY 10122 • 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 |
|---|---|---|---|---|
| Prager Metis Cpas, Llc | New York | NY | 01/2009 | Present |
| Pm Wealth Management, Llc | New York | NY | 09/2021 | 12/2022 |
| Perigon Wealth Management, Llc | New York | NY | 12/2022 | Present |
1. Prager Metis CPAs, LLC, Not investment-related; 14 Penn Plaza, 18th Floor, New York, NY 10122; Accounting firm; Partner; Start 01/2009; 160 hours per month, all during securities trading hours; duties include tax and accounting services. 2. MJHS Health System Inc; Not investment-related; 6323 7th Ave, Brooklyn, NY 11220; Health care charitable organization; Board member and Officer; Start 01/1993; 10 hours/month, not during securities trading hours; attend board meetings. 3. Menorah Nursing Home; Not investment-related; 1516 Oriental Blvd, Brooklyn NY 11235; Chairman of the board; Start 01/2021; 5 hours/month, not during securities trading hours; Attend and chair board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-10 |
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