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Mark David Guinney

Vernal Point Advisors, LLC

San Francisco, CA

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Current Employers
Vernal Point Advisors, Llc

235 Pine St Suite 1225, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-22
  • CA RA
    APPROVED
    Since 2024-03-22

Branch Locations

235 Pine St Suite 1225, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Presidio Financial Partners Llc San Francisco CA 10/2001 10/2016
Tiedemann Advisors San Francisco CA 10/2016 11/2018
Cresset Asset Management, Llc San Francisco CA 04/2019 12/2023
Unemployed San Francisco CA 11/2018 04/2019
Vernal Point Advisors, Llc San Francisco CA 01/2024 Present
  • 10/2001 → 10/2016
    Presidio Financial Partners Llc
    San Francisco, CA
  • 10/2016 → 11/2018
    Tiedemann Advisors
    San Francisco, CA
  • 04/2019 → 12/2023
    Cresset Asset Management, Llc
    San Francisco, CA
  • 11/2018 → 04/2019
    Unemployed
    San Francisco, CA
  • 01/2024 → Present
    Vernal Point Advisors, Llc
    San Francisco, CA
Previous Registrations
  • 2019-05-07 → 2022-02-07
    Cresset Asset Management, Llc
    San Francisco, CA
    Chicago, IL
  • 2010-12-06 → 2016-10-03
    Presidio Capital Advisors Llc
    San Francisco, CA
Designations

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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