DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Vernal Point Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ryan J Cardiff | UBS Financial Services Inc. wirehouse | Vernal Point Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 29, 2025 | Aug 22, 2025 |
| Mark David Guinney | Cresset Asset Management, LLC independent RIA | Vernal Point Advisors, LLC independent RIA | RIA to RIA | Feb 7, 2022 | Mar 22, 2024 (774 d) |
| John Edward Turcik | Veritable LP independent RIA | Vernal Point Advisors, LLC independent RIA | RIA to RIA | Oct 19, 2018 | Oct 22, 2018 |
| Leigh M Shimamoto | Fc Advisors unclassified | Vernal Point Advisors, LLC other | Other | Jan 8, 2015 | Jan 20, 2015 |
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4 moves match.