Zhongchao (ZCMD) has released an update. Zhongchao Inc. is set to hold its annual general meeting on December 18, 2024, in Shanghai, focusing ...
Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets as of June 30, 20241, has ...
2 In September 2022, the firm announced a merger with PM Wealth Management LLC, and formed a strategic alliance with Prager Metis CPAs LLC, a tax advisory firm. In November 2022, Perigon ...
Remedies included cease-and-desist and civil penalty of $1.5m. SEC v. Prager Metis CPAs, LLC, and Prager Metis CPAs LLP (S.D. Fla., Sept. 17, 2024) – In a settled matter, the accounting firms ...