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Marcelina Marie Castel De Oro

Perigon Wealth Management, LLC

San Francisco, CA

Tucson, AZ

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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-04-07
  • AZ RA
    APPROVED
    Since 2025-04-07

Branch Locations

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

Tucson, AZ • 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
Centaurus Financial, Inc. Tucson AZ 03/2024 09/2024
United States Navy Oak Harbor WA 07/2017 01/2025
Best Buy Tucson AZ 11/2016 06/2017
Sunnyside High School Tucson AZ 08/2013 05/2017
Perigon Wealth Management, Llc Tucson AZ 02/2025 Present
Elevate Wealth Management Tucson AZ 07/2023 07/2024
  • 03/2024 → 09/2024
    Centaurus Financial, Inc.
    Tucson, AZ
  • 07/2017 → 01/2025
    United States Navy
    Oak Harbor, WA
  • 11/2016 → 06/2017
    Best Buy
    Tucson, AZ
  • 08/2013 → 05/2017
    Sunnyside High School
    Tucson, AZ
  • 02/2025 → Present
    Perigon Wealth Management, Llc
    Tucson, AZ
  • 07/2023 → 07/2024
    Elevate Wealth Management
    Tucson, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-03
  • S66 Uniform Combined State Law Examination
    2024-06-03
Other Names
  • Marcelina Marie Herrera Castel De Oro
  • Marcelina Marie Rivera

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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