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RIA / WealthAdvisorCertified Financial Planner28 years in industry

MARIA PISONI DALEY

Advisor at PERIGON WEALTH MANAGEMENT, LLC

HEBER CITY, UT | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:0599d550-1b5b-b194-4d7f-026e9f4c632b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 22, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERIGON WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 4, 1998
First registration: Dec 22, 2000
Dual registered: no
Other names: MARIA LORENE PISONI|MARIA LORENE DALEY
IAPD individual key: 1171271

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Apr 6, 2026	n/a	yes	HEBER CITY, UT\|SAN FRANCISCO, CA	Current employment
CHOREO, LLC	Independent wealth	Aug 21, 2019	Jun 15, 2023	no	ROCKFORD, IL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 25, 2016	May 28, 2019	no	ST. PETERSBURG, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 9, 2008	Jul 13, 2012	no	Newport Beach, CA\|CHICAGO, IL\|Chicago, IL\|San Francisco, CA	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Jul 5, 2006	Jun 17, 2008	no	CHICAGO, IL	Previous registration
CIBC PRIVATE WEALTH ADVISORS, INC.	Bd affiliated wealth	Dec 22, 2000	Jul 3, 2006	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHOREO, LLC	PERIGON WEALTH MANAGEMENT, LLC	Jun 15, 2023	Apr 6, 2026	1,026	Firm change after gap	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CHOREO, LLC	May 28, 2019	Aug 21, 2019	85	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 13, 2012	Jan 25, 2016	1,291	Firm change after gap	Other
NEUBERGER BERMAN BD LLC	CHARLES SCHWAB & CO., INC.	Jun 17, 2008	Jul 9, 2008	22	Firm change	Other
CIBC PRIVATE WEALTH ADVISORS, INC.	NEUBERGER BERMAN BD LLC	Jul 3, 2006	Jul 5, 2006	2	Firm change	Other

Relationships

Registered with (6)

→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 6, 2026 to presentfactForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Aug 21, 2019 to Jun 15, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 25, 2016 to May 28, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 9, 2008 to Jul 13, 2012factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Jul 5, 2006 to Jun 17, 2008factForm ADV
→ CIBC PRIVATE WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 22, 2000 to Jul 3, 2006factForm ADV

Dated events

Occurred
Jun 15, 2023
Advisor changed firm
Maria Pisoni Daley left Choreo, Llc for Perigon Wealth Management, Llc (registered 2026-04-06)
Form ADVobserved 6 days ago