Inactive

Kathryn Zurcher

Element Pointe Family Office

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Current Employers

Element Pointe Family Office

333 Se 2Nd Ave Suite 2520, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-11-05
TX	RA	APPROVED_RES	2024-10-15
CT	RA	APPROVED	2024-10-14

FL RA
APPROVED

Since 2024-11-05
TX RA
APPROVED_RES

Since 2024-10-15
CT RA
APPROVED

Since 2024-10-14

Branch Locations

Vernon, CT • United States

333 Se 2Nd Ave Suite 2520, Miami, FL 33131 • 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
Private Capital Group, Llc	West Hartford	CT	10/2014	11/2018
Wp Financial, Llc	West Hartford	CT	10/2020	10/2024
Diana, Conti & Tunila, Llp	Manchester	CT	06/2019	10/2020
Element Pointe Advisors, Llc	Miami	FL	10/2024	Present
Unemployed	Vernon	CT	11/2018	06/2019

10/2014 → 11/2018

Private Capital Group, Llc

West Hartford, CT
10/2020 → 10/2024

Wp Financial, Llc

West Hartford, CT
06/2019 → 10/2020

Diana, Conti & Tunila, Llp

Manchester, CT
10/2024 → Present

Element Pointe Advisors, Llc

Miami, FL
11/2018 → 06/2019

Unemployed

Vernon, CT

Previous Registrations

2020-10-20 → 2024-10-01

Private Advisor Group, Llc

Morristown, NJ

West Hartford, CT
2017-05-02 → 2018-11-06

Wealthspire Advisors

West Hartford, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-04-17

S65 Uniform Investment Adviser Law Examination

2017-04-17

Other Names

Kathryn E. Zurcher
Kathryn Elizabeth Zurcher

View on SEC IAPD

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