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Advisor at PERIGON WEALTH MANAGEMENT, LLC
SAN FRANCISCO, CA | Petaluma, 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 1, 2025 | n/a | yes | SAN FRANCISCO, CA|Petaluma, CA | Current employment |
| BURLESON & COMPANY, LLC | Former SEC adviser | Jun 22, 2021 | May 31, 2023 | no | Petaluma, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BURLESON & COMPANY, LLC | PERIGON WEALTH MANAGEMENT, LLC | May 31, 2023 | Jan 1, 2025 | 581 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 131803:131037:CA:2023-05-31 | May 31, 2023 | Jan 1, 2025 | PETALUMA, CA | Firm change after gap |