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Jerome C Deren

Summit Trail Advisors, LLC

Dallas, TX

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Current Employers
Summit Trail Advisors, Llc

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-01
  • TX RA
    APPROVED
    Since 2026-01-01

Branch Locations

100 Crescent Court Suite 700, Dallas, TX 75201 • 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 Capital Advisors Llc (Ria) San Francisco CA 07/2007 09/2016
Presidio Merchant Partners Llc San Francisco CA 02/2010 09/2016
Tiedemann Wealth Management Dallas TX 09/2016 07/2024
Summit Trail Advisors, Llc Dallas TX 07/2024 Present
  • 07/2007 → 09/2016
    Presidio Capital Advisors Llc (Ria)
    San Francisco, CA
  • 02/2010 → 09/2016
    Presidio Merchant Partners Llc
    San Francisco, CA
  • 09/2016 → 07/2024
    Tiedemann Wealth Management
    Dallas, TX
  • 07/2024 → Present
    Summit Trail Advisors, Llc
    Dallas, TX
Previous Registrations
  • 2007-05-24 → 2016-10-03
    Presidio Capital Advisors Llc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
S66 Uniform Combined State Law Examination 2005-10-28
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30
  • S66 Uniform Combined State Law Examination
    2005-10-28
Other Names
  • Jerry Deren

View on SEC IAPD

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