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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

MICHAEL ANTHONY BRISTOW

Advisor at TAMALPAIS ASSET MANAGEMENT

LARKSPUR, CA

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Search this name across graphsid dfx:ria:3bd416f1-7955-0d49-d2bf-b4317c2f916b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2009 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: TAMALPAIS ASSET MANAGEMENT
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: Feb 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Feb 21, 2006
First registration: Aug 18, 2009
Dual registered: yes, broker-dealer
Other names: MICHAEL ANTHONY TOLENTINO|MICHAEL A BRISTOW
IAPD individual key: 3182862

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
TAMALPAIS ASSET MANAGEMENT	Independent wealth	May 2, 2019	n/a	yes	LARKSPUR, CA	Current employment
CS PLANNING CORP	Independent wealth	Feb 6, 2017	Jul 2, 2019	no	Larkspur, CA\|PORTLAND, OR	Previous registration
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	May 5, 2016	Oct 19, 2016	no	SAN FRANCISCO, CA	Previous registration
SAGETRADER, LLC	n/a	Aug 18, 2009	Apr 10, 2012	no	ENGLEWOOD, NJ\|SAN FRANCISCO, 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
CS PLANNING CORP	TAMALPAIS ASSET MANAGEMENT	Jul 2, 2019	May 2, 2019	-61	Firm change after gap	RIA to RIA
PERIGON WEALTH MANAGEMENT, LLC	CS PLANNING CORP	Oct 19, 2016	Feb 6, 2017	110	Firm change	Other
SAGETRADER, LLC	PERIGON WEALTH MANAGEMENT, LLC	Apr 10, 2012	May 5, 2016	1,486	Firm change after gap	Other

Relationships

Registered with (4)

→ TAMALPAIS ASSET MANAGEMENTRegistered adviserregistration: current employment
May 2, 2019 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Feb 6, 2017 to Jul 2, 2019factForm ADV
→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 5, 2016 to Oct 19, 2016factForm ADV
→ SAGETRADER, LLCRegistered adviserregistration: previous registration
Aug 18, 2009 to Apr 10, 2012factForm ADV

Dated events

No dated event names this entity yet.