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Advisor at PERIGON WEALTH MANAGEMENT, LLC
SYRACUSE, NY | 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 | Jan 3, 2024 | n/a | yes | SYRACUSE, NY|SAN FRANCISCO, CA | Current employment |
| BLUE WATER CAPITAL MANAGEMENT, LLC | Former SEC adviser | May 25, 2021 | Mar 29, 2024 | no | SYRACUSE, NY|SYRACUSE, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 15, 2008 | May 20, 2010 | no | SYRACUSE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUE WATER CAPITAL MANAGEMENT, LLC | PERIGON WEALTH MANAGEMENT, LLC | Mar 29, 2024 | Jan 3, 2024 | -86 | Firm change after gap | RIA to RIA |
| EQUITABLE ADVISORS, LLC | BLUE WATER CAPITAL MANAGEMENT, LLC | May 20, 2010 | May 25, 2021 | 4,023 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143414:131037:NY:2024-03-29 | Mar 29, 2024 | Jan 3, 2024 | SYRACUSE, NY | Firm change after gap |