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Advisor at PERIGON WEALTH MANAGEMENT, LLC
EDISON, NJ | SAN FRANCISCO, CA
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 | Oct 7, 2025 | n/a | yes | SAN FRANCISCO, CA|EDISON, NJ | Current employment |
| GITTERMAN WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 24, 2015 | Dec 9, 2025 | no | EDISON, NJ | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 3, 2011 | Jan 23, 2015 | no | WOODBRIDGE, NJ | Previous registration |
| VOYA FINANCIAL PARTNERS, LLC | Former SEC adviser | Aug 30, 2010 | Jan 3, 2011 | no | WOODBRIDGE, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GITTERMAN WEALTH MANAGEMENT, LLC | PERIGON WEALTH MANAGEMENT, LLC | Dec 9, 2025 | Oct 7, 2025 | -63 | Firm change after gap | RIA to RIA |
| VOYA FINANCIAL ADVISORS, INC. | GITTERMAN WEALTH MANAGEMENT, LLC | Jan 23, 2015 | Feb 24, 2015 | 32 | Firm change | Other |
| VOYA FINANCIAL PARTNERS, LLC | VOYA FINANCIAL ADVISORS, INC. | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153062:131037:NJ:2025-12-09 | Dec 9, 2025 | Oct 7, 2025 | EDISON, NJ | Firm change after gap |