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Advisor at NWF ADVISORY SERVICES INC
Long Beach, 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 |
|---|---|---|---|---|---|---|
| NWF ADVISORY SERVICES INC | Independent wealth | Aug 2, 2026 | n/a | yes | Long Beach, CA | Current employment |
| PERIGON WEALTH MANAGEMENT, LLC | Independent wealth | Jan 5, 2023 | Feb 19, 2025 | no | Irvine, CA|SAN FRANCISCO, CA | Previous registration |
| TELLONE MANAGEMENT GROUP INC | Former SEC adviser | Aug 19, 2021 | Jun 29, 2022 | no | ANAHEIM HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PERIGON WEALTH MANAGEMENT, LLC | NWF ADVISORY SERVICES INC | Feb 19, 2025 | Aug 2, 2026 | 529 | Firm change after gap | RIA to RIA |
| TELLONE MANAGEMENT GROUP INC | PERIGON WEALTH MANAGEMENT, LLC | Jun 29, 2022 | Jan 5, 2023 | 190 | Firm change | RIA to RIA |