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Inactive

Kristen Nicole Vernace

Pathways Financial Planning

Neptune, NJ

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Current Employers
Pathways Financial Planning

Regus 3600 Rt 66 Suite 150, Neptune, NJ 07753 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-14
MA RA APPROVED 2025-12-05
ME RA APPROVED 2025-09-24
NJ RA APPROVED 2025-08-15
NH RA APPROVED 2025-01-08
  • TX RA
    APPROVED
    Since 2026-05-14
  • MA RA
    APPROVED
    Since 2025-12-05
  • ME RA
    APPROVED
    Since 2025-09-24
  • NJ RA
    APPROVED
    Since 2025-08-15
  • NH RA
    APPROVED
    Since 2025-01-08

Branch Locations

Regus 3600 Rt 66 Suite 150, Neptune, NJ 07753 • 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
Southern New Hampshire University Manchester NH 09/2014 04/2023
Cornerstone Financial Planning, Llc Portsmouth NH 04/2023 10/2024
Marshwood School District Eliot ME 09/2014 08/2021
Countiss Wealth Management Flowood MS 11/2024 08/2025
Pathways Financial Planning, Llc Portsmouth NH 10/2024 Present
  • 09/2014 → 04/2023
    Southern New Hampshire University
    Manchester, NH
  • 04/2023 → 10/2024
    Cornerstone Financial Planning, Llc
    Portsmouth, NH
  • 09/2014 → 08/2021
    Marshwood School District
    Eliot, ME
  • 11/2024 → 08/2025
    Countiss Wealth Management
    Flowood, MS
  • 10/2024 → Present
    Pathways Financial Planning, Llc
    Portsmouth, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-20
  • S65 Uniform Investment Adviser Law Examination
    2023-04-20
Designations
Other Names
  • Kristen Vernace

View on SEC IAPD

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B. RILEY WEALTH ADVISORS, INC.
EXODUS WEALTH, LLC

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ROBERT EDWARD MARINO
Andrew Crawford Ober
Nicholas Joyce
EDWARD WILLIAM SCHULER
JEFFREY PAUL ARTHERHOLT
WILLIAM JOHN BERG

Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · Neptune, NJ
WEALTHCARE ADVISORY PARTNERS LLC · Neptune, NJ
DTM ADVISORY GROUP LLC · Neptune, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Neptune, NJ
J.P. MORGAN SECURITIES LLC · NEPTUNE, NJ
KESTRA ADVISORY SERVICES, LLC · Tinton Falls, NJ
HORNOR, TOWNSEND & KENT, LLC · TINTON FALLS, NJ
B. RILEY WEALTH ADVISORS, INC. · NEPTUNE, NJ

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