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Advisor at VERNAL POINT ADVISORS, LLC
SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| VERNAL POINT ADVISORS, LLC | Independent wealth | Mar 22, 2024 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | May 7, 2019 | Feb 7, 2022 | no | SAN FRANCISCO, CA|CHICAGO, IL | Previous registration |
| PRESIDIO CAPITAL ADVISORS LLC | Former SEC adviser | Dec 6, 2010 | Oct 3, 2016 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | VERNAL POINT ADVISORS, LLC | Feb 7, 2022 | Mar 22, 2024 | 774 | Firm change after gap | RIA to RIA |
| PRESIDIO CAPITAL ADVISORS LLC | CRESSET ASSET MANAGEMENT, LLC | Oct 3, 2016 | May 7, 2019 | 946 | Firm change after gap | Other |