Best Investors
Account
Sign in
Best Investors
Account
Sign in
235 Pine St Suite 1225, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2022-05-03 |
| CA | RA | APPROVED | 2015-08-03 |
Branch Locations
235 Pine St Suite 1225, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordian Investments, Llc | San Francisco | CA | 06/2015 | 12/2020 |
| Vernal Point Advisors, Llc | San Francisco | CA | 06/2015 | Present |
| Emerson Equity | San Mateo | CA | 02/2022 | Present |
1)- VERNAL POINT ADVISORS, LLC-INVESTMENT RELATED; 235 PINE STREET SUITE 1225, SAN FRANCISCO CA 94104; SEC REGISTERED RIA; PRINCIPAL, WEALTH PLANNING AND STRATEGY WORK FOR COMPLEX FAMILY OFFICE CLIENTS. PROVIDE DECISION CONTEXT AND STRATEGIC ORGANIZATION AROUND CLIENT'S WEALTH PLANNING OBJECTIVES. BUILD TOOLS AND SYSTEMS. 160 HOURS A MONTH DURING SECURITIES TRADING HOURS; 8/2015
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-30 |
Reach out to this advisor