Best Investors Account Sign in
Inactive

Kristina Michelle Runzer

Onroute Financial

Haddonfield, NJ

Claim This Profile
Current Employers
Onroute Financial

Haddonfield, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-12-06
PA RA APPROVED 2018-03-15
  • NJ RA
    APPROVED
    Since 2023-12-06
  • PA RA
    APPROVED
    Since 2018-03-15

Branch Locations

Haddonfield, NJ • 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
Mcadam Financial Philadelphia PA 01/2013 01/2018
Onroute Financial, Llc Philadelphia PA 04/2017 Present
  • 01/2013 → 01/2018
    Mcadam Financial
    Philadelphia, PA
  • 04/2017 → Present
    Onroute Financial, Llc
    Philadelphia, PA
Previous Registrations
Other Businesses

Your Planning Partner, LLC; investment-related: Yes; 3801 PGA Blvd., Suite 600, Palm Beach Gardens, FL 33410; Financial Planning; Paraplanner; January 2024; 10 hours per month; prepping meeting agendas, taking notes, and entering data.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-12
S63 Uniform Securities Agent State Law Examination 2012-12-12
  • S65 Uniform Investment Adviser Law Examination
    2013-01-12
  • S63 Uniform Securities Agent State Law Examination
    2012-12-12
Designations
Other Names
  • Kristy Runzer

View on SEC IAPD

More in Haddonfield, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor