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201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-29 |
| CA | RA | APPROVED | 2021-11-02 |
Branch Locations
201 Mission Street Suite 1825, San Francisco, CA 94105 • United States
1130 Roosevelt, Irvine, CA 92620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker & Associates | Irvine | CA | 01/2011 | 11/2021 |
| Perigon Wealth Management, Llc | Irvine | CA | 11/2021 | Present |
Name: Independent Insurance Agent. Investment Related: No. Address: Irvine, CA. Nature: Accident and health and life insurance. Position: Insurance Agent. Start date:02/2000. Approximate number of hours/month: 16. Approximate number of hours during trading hours: 0. Duties: Sales of accident and health and life insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-05-24 |
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