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TYLER WILLIAM BROOKS
CRD#: 6690507
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Investment Adviser
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Previous Broker
PERIGON WEALTH MANAGEMENT, LLCCRD#: 131037 201 MISSION STREET
SUITE 1825
SAN FRANCISCO, CA 94105
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2019 (1 year)2 FIRMS2019 - 2019 (<1 year)IAPERIGON WEALTH MANAGEMENT, LLC (CRD# 131037)2021 - Present (4 years)IAINSIGHT WEALTH STRATEGIES, LLC (CRD# 293644)2020 - 2021 (1 year)
License(s)

State Registrations

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California 1/28/2021

Current Registration(s)
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PERIGON WEALTH MANAGEMENT, LLC (CRD#:131037)
201 MISSION STREET SUITE 1825, SAN FRANCISCO, CA 94105
1990 North California Blvd. Suite 612, Walnut Creek, CA 94596
Registered with this firm since 1/28/2021

Previous Registration(s)
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01/06/2020 - 01/04/2021 INSIGHT WEALTH STRATEGIES, LLC (CRD#:293644) SAN RAMON, CA
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06/12/2019 - 12/31/2019 LPL FINANCIAL LLC (CRD#:6413) CASTRO VALLEY, CA
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06/10/2019 - 12/31/2019 LPL FINANCIAL LLC (CRD#:6413) CASTRO VALLEY, CA
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05/14/2018 - 07/03/2019 AMERITAS INVESTMENT CORP (CRD#:14869) SAN RAMON, CA
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03/26/2018 - 07/03/2019 AMERITAS INVESTMENT CORP. (CRD#:14869) SAN RAMON, CA
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Disclosures
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