Vernal Point Advisors LLC at 235 Pine ST STE 1225, San Francisco, Ca 94104 lists Paul Morelli of San Francisco, CA as the associate.
Paul Morelli
Individual Agent
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235 PINE ST STE 1225, San Francisco, CA 94104
(View Past Addresses)
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Paul Morelli
Manager
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
(View Past Addresses)
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
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548 MARKET ST STE 36461, SAN FRANCISCO, CA 94104
(Mailing)
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
---|---|---|---|---|---|
2022 | Plan NameVERNAL POINT ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,213,043 / $1,476,748 | 2022 | VERNAL POINT ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 13 / 14 | $1,213,043 / $1,476,748 |
2021 | Plan NameVERNAL POINT ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 13 Assets BOY/EOY$816,255 / $1,213,043 | 2021 | VERNAL POINT ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 10 / 13 | $816,255 / $1,213,043 |
2020 | Plan NameVERNAL POINT ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$390,802 / $816,255 | 2020 | VERNAL POINT ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 7 / 10 | $390,802 / $816,255 |
2019 | Plan NameVERNAL POINT ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$81,690 / $390,802 | 2019 | VERNAL POINT ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 4 / 7 | $81,690 / $390,802 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
---|---|---|---|---|---|---|
04/27/2020 | Approved$237,028 Forgiven$239,638 LenderMid Penn Bank Jobs9 | 04/27/2020 | $237,028 | $239,638 | Mid Penn Bank | 9 |
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|
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration