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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

ERIC JONATHAN LINSER

Advisor at PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:833b6edb-53c7-c129-7d08-8df80af14849

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2001 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: Feb 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Feb 11, 2000
First registration: Jan 12, 2001
Dual registered: no
IAPD individual key: 4079983

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	Feb 11, 2021	n/a	yes	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Current employment
BDO WEALTH ADVISORS, LLC	Former SEC adviser	Apr 18, 2019	Mar 8, 2021	no	SAN FRANCISCO, CA	Previous registration
Namcoa	Mixed wealth	Jun 28, 2016	Apr 9, 2019	no	San Francisco, CA\|MOORESVILLE, NC	Previous registration
WEALTHSOURCE?	Former SEC adviser	Mar 3, 2016	Jul 15, 2016	no	SAN FRANCISCO, CA\|SAN LUIS OBISPO, CA	Previous registration
AVANT-GARDE ADVISORS LLC	Former SEC adviser	Sep 21, 2012	Jul 15, 2016	no	SAN FRANCISCO, CA\|CENTENNIAL, CO	Previous registration
GREEN VALLEY WEALTH ADVISORS LLC	n/a	Oct 28, 2009	Jan 6, 2013	no	SAN FRANCISCO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jan 12, 2001	May 5, 2005	no	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
BDO WEALTH ADVISORS, LLC	PERIGON WEALTH MANAGEMENT, LLC	Mar 8, 2021	Feb 11, 2021	-25	Firm change	RIA to RIA
Namcoa	BDO WEALTH ADVISORS, LLC	Apr 9, 2019	Apr 18, 2019	9	Firm change	RIA to RIA
AVANT-GARDE ADVISORS LLC	WEALTHSOURCE?	Jul 15, 2016	Mar 3, 2016	-134	Firm change after gap	Other
WEALTHSOURCE?	Namcoa	Jul 15, 2016	Jun 28, 2016	-17	Firm change	Other
GREEN VALLEY WEALTH ADVISORS LLC	AVANT-GARDE ADVISORS LLC	Jan 6, 2013	Sep 21, 2012	-107	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	GREEN VALLEY WEALTH ADVISORS LLC	May 5, 2005	Oct 28, 2009	1,637	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151527:282202:CO:2016-07-15	Jul 15, 2016	Mar 3, 2016	CENTENNIAL, CO	Firm change after gap
282202:133978:CA:2016-07-15	Jul 15, 2016	Jun 28, 2016	SAN LUIS OBISPO, CA	Firm change

Relationships

Registered with (7)

→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 11, 2021 to presentfactForm ADV
→ BDO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 18, 2019 to Mar 8, 2021factForm ADV
→ NAMCOARegistered adviserregistration: previous registration
Jun 28, 2016 to Apr 9, 2019factForm ADV
→ AVANT-GARDE ADVISORS LLCRegistered adviserregistration: previous registration
Sep 21, 2012 to Jul 15, 2016factForm ADV
→ WEALTHSOURCE?Registered adviserregistration: previous registration
Mar 3, 2016 to Jul 15, 2016factForm ADV
→ GREEN VALLEY WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Oct 28, 2009 to Jan 6, 2013factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 12, 2001 to May 5, 2005factForm ADV

Dated events

No dated event names this entity yet.