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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

BENJAMIN L COVAR

Advisor at PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA | West Columbia, SC

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Search this name across graphsid dfx:ria:ff865fb6-9a26-3987-686c-d36ddac35b03

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2009 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: Jul 20, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Jul 20, 2006
First registration: Jan 26, 2009
Dual registered: no
Other names: BENJAMIN COVAR|BENJAMIN LOU COVAR
IAPD individual key: 5072837

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	Jan 16, 2025	n/a	yes	West Columbia, SC\|SAN FRANCISCO, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 25, 2012	Dec 17, 2024	no	COLUMBIA, SC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 22, 2010	no	Augusta, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 26, 2009	Jun 1, 2009	no	AUGUSTA, GA	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PERIGON WEALTH MANAGEMENT, LLC	Dec 17, 2024	Jan 16, 2025	30	Firm change	Wirehouse to RIA
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 22, 2010	May 25, 2012	673	Firm change after gap	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 16, 2025 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 25, 2012 to Dec 17, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 22, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 26, 2009 to Jun 1, 2009factForm ADV

Dated events

Occurred
Dec 17, 2024
Advisor changed firm
Benjamin L Covar left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Perigon Wealth Management, Llc (registered 2025-01-16)
Form ADVobserved 5 days ago