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Advisor at PERIGON WEALTH MANAGEMENT, LLC
SAN FRANCISCO, CA | Boca Raton, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PERIGON WEALTH MANAGEMENT, LLC | Independent wealth | Nov 30, 2023 | n/a | yes | SAN FRANCISCO, CA|Boca Raton, FL | Current employment |
| OMNIA FAMILY WEALTH, LLC | Independent wealth | Oct 9, 2019 | Aug 20, 2021 | no | AVENTURA, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 10, 2015 | Sep 21, 2018 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OMNIA FAMILY WEALTH, LLC | PERIGON WEALTH MANAGEMENT, LLC | Aug 20, 2021 | Nov 30, 2023 | 832 | Firm change after gap | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | OMNIA FAMILY WEALTH, LLC | Sep 21, 2018 | Oct 9, 2019 | 383 | Firm change | Wirehouse to RIA |