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RIA / WealthAdvisor20 years in industry

SCOTT DALE ELISHA

Advisor at PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA | Scottsdale, AZ

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Search this name across graphsid dfx:ria:1f16dbf8-33be-8159-4f21-4fd11dc268ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 17, 2005 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: Oct 14, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 14, 2005
First registration: Oct 17, 2005
Dual registered: no
IAPD individual key: 1826761

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	Aug 31, 2021	n/a	yes	SAN FRANCISCO, CA\|Scottsdale, AZ	Current employment
LOMBARD STREET PARTNERS, LLC	n/a	Dec 19, 2011	Mar 31, 2014	no	DANVILLE, CA	Previous registration
STRATIFI, LLC	Former SEC adviser	May 25, 2010	Jan 13, 2012	no	SAN FRANCISCO, CA	Previous registration
LOMBARD STREET PARTNERS, LLC	n/a	Feb 19, 2008	Dec 31, 2009	no	DAVILLE, CA\|SAN FRANCISCO, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 17, 2005	Jan 23, 2008	no	WALNUT CREEK, CA\|WALNUT CREEK, CA	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
LOMBARD STREET PARTNERS, LLC	PERIGON WEALTH MANAGEMENT, LLC	Mar 31, 2014	Aug 31, 2021	2,710	Firm change after gap	Other
STRATIFI, LLC	LOMBARD STREET PARTNERS, LLC	Jan 13, 2012	Dec 19, 2011	-25	Firm change	Other
LOMBARD STREET PARTNERS, LLC	STRATIFI, LLC	Dec 31, 2009	May 25, 2010	145	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LOMBARD STREET PARTNERS, LLC	Jan 23, 2008	Feb 19, 2008	27	Firm change	Other

Relationships

Registered with (4)

→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 31, 2021 to presentfactForm ADV
→ LOMBARD STREET PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 19, 2011 to Mar 31, 2014factForm ADV
→ STRATIFI, LLCRegistered adviserregistration: previous registration
May 25, 2010 to Jan 13, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 17, 2005 to Jan 23, 2008factForm ADV

Dated events

No dated event names this entity yet.