Inactive

Krystal D Fortner

Krystal Fortner

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Current Employers

Krystal Fortner

Richmond, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-09-25

CA RA
APPROVED

Since 2023-09-25

Branch Locations

Richmond, CA • 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
Busey Bank	Urbana	IL	02/2016	12/2018
Brighton Jones	San Francisco	CA	01/2019	07/2021
North Berkeley Wealth Management, Llc	Berkeley	CA	07/2021	05/2023
Krystal Fortner, Cfp®	Richmond	CA	09/2023	Present
Unemployed	Berkeley	CA	05/2023	08/2023

02/2016 → 12/2018

Busey Bank

Urbana, IL
01/2019 → 07/2021

Brighton Jones

San Francisco, CA
07/2021 → 05/2023

North Berkeley Wealth Management, Llc

Berkeley, CA
09/2023 → Present

Krystal Fortner, Cfp®

Richmond, CA
05/2023 → 08/2023

Unemployed

Berkeley, CA

Previous Registrations

2021-08-04 → 2023-05-25

North Berkeley Wealth Management, Llc

Berkeley, CA
2019-04-12 → 2021-07-19

Brighton Jones Llc

San Francisco, CA

Seattle, WA
2015-11-17 → 2016-01-04

Parkside Advisors Llc

San Francisco, CA
2013-03-27 → 2014-10-27

Morgan Stanley

Berkeley, CA

San Jose, CA

Oakland, CA

Oakland, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-26

S66 Uniform Combined State Law Examination

2013-03-26

Designations

View on SEC IAPD

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