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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-12-22
  • NY RA
    APPROVED
    Since 2022-12-22

Branch Locations

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

14 Penn Plaza 18Th Floor, New York, NY 10122 • 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
Prager Metis Cpas, Llc New York NY 01/1976 Present
Perigon Wealth Management, Llc New York NY 12/2022 Present
Pm Wealth Management, Llc New York NY 11/2021 12/2022
  • 01/1976 → Present
    Prager Metis Cpas, Llc
    New York, NY
  • 12/2022 → Present
    New York, NY
  • 11/2021 → 12/2022
    Pm Wealth Management, Llc
    New York, NY
Previous Registrations
  • 2021-11-10 → 2022-12-19
    Pm Wealth Management, Llc
    New York, NY
Other Businesses

1. Prager Metis CPAs, LLC; Not Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY, 10122; Accounting firm; Partner; Start 01/1976; 120 hours/month, all during securities trading hours; duties include tax and accounting services. 2. Trusts; Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY; Trusts; Trustee; Start 01/1987; 10 hours/month, all during securities trading hours; co-trustee on nine client trust accounts. 3. Gabe M. Wolosky, Attorney at Law; Not Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY, 10122; Legal; Attorney; Start 01/1991; 2 hours/month, 2 hours/month not during securities trading hours; duties include legal consulting services. 4. Franco-London Music Publishing, Corp.; Not Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY, 10122; Music publisher; Board Member; Start 01/2015; 3-5 hours/month; 3/5 hours/month not during securities trading hours; duties include general executive functions. 5. Plaza Sweet Music, Inc; Not Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY, 10122; Music publisher; Board Member; Start 01/2015; 3-5 hours/month; 3/5 hours/month not during securities trading hours; duties include general executive functions.

Designations
Other Names
  • Gabe M. Wolosky
  • Gabe Wolosky

View on SEC IAPD

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