Diane Bourdo has been an investment adviser representative at Garrison Point Advisors since February 2025, and is not listed among the firm’s executive officers or direct owners.
Garrison Point Advisors, LLC is a Walnut Creek, CA firm with $597M under management, 290 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Diane Bourdo’s longest registration was 18 years at The Humphreys Group (2006–2025). Before joining Garrison Point Advisors in 2025, Diane Bourdo was registered through The Humphreys Group and Humphreys Henrietta Group.
- Treehouse Wealth AdvisorsCurrent– present · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 292016
- The Humphreys Group– · 18 yearsSan Francisco, CA · Adviser representative · Firm CRD 132415
- Humphreys Henrietta Group– · 10 yearsSan Francisco, CA · Adviser representative · Firm CRD 104657
Investment adviser representative registrations
Diane Bourdo is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- CaliforniaSince 5 February 2025
- TexasSince 5 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 17 June 1992 |
- Name
- Non-Member General Securities Examination
- Full name
- Diane Susan Bourdo
- CRD
- 2216637
- Firm
- Garrison Point Advisors · CRD 292016
- Office
- 220 Montgomery Street, Suite 1850, San Francisco, CA 94104
- Registration
- Investment adviser registration
- In the industry since
- November 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Diane Bourdo work?
Diane Bourdo is an investment adviser representative registered through Garrison Point Advisors, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Diane Bourdo a financial advisor?
Yes. Diane Bourdo has a current investment-adviser registration in California and Texas, through Garrison Point Advisors since February 2025.
How many years of experience does Diane Bourdo have?
Diane Bourdo has 30 years in the financial industry, since November 1995, across 3 adviser firms.
What exams has Diane Bourdo passed?
Diane Bourdo passed the Series 2 in June 1992.
Where did Diane Bourdo work before Garrison Point Advisors?
Before Garrison Point Advisors, Diane Bourdo was registered through The Humphreys Group, March 2006 to January 2025; Humphreys Henrietta Group, August 1994 to December 2004.
Where is Diane Bourdo based?
Diane Bourdo’s registered office is in San Francisco, CA.
Is Diane Bourdo registered with FINRA?
No. Diane Bourdo has no current broker registration.
How can I verify Diane Bourdo’s record?
Search CRD 2216637 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Diane Bourdo’s full registration record.