Inactive

Paul William Morelli

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Current Employers

Vernal Point Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-02-27
FL	RA	APPROVED	2025-02-27
TX	RA	APPROVED	2022-05-03

CA RA
APPROVED

Since 2025-02-27
FL RA
APPROVED

Since 2025-02-27
TX RA
APPROVED

Since 2022-05-03

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

Organization	City	State	From	To
Vernal Point Advisors	San Francisco	CA	06/2012	Present

06/2012 → Present

Vernal Point Advisors

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

Other Investors

TIMOTHY TODD MCDOWELL

JOHN HUGH MCDEVITT

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

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