DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Krystal D Fortner
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Sep 25, 2023
In the industry
13 y
since Mar 26, 2013 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Krystal Fortner state registered currentsince Sep 25, 2023 · Richmond, Ca
- North Berkeley Wealth Management, LLC independent RIAAug 4, 2021 to May 25, 2023 · Berkeley, Ca
- Brighton Jones LLC independent RIAApr 12, 2019 to Jul 19, 2021 · San Francisco, Ca
- Parkside Advisors LLC formerNov 17, 2015 to Jan 4, 2016 · San Francisco, Ca
- Morgan Stanley wirehouseMar 27, 2013 to Oct 27, 2014 · Berkeley, Ca
Moves
a registration end followed by a registration begin elsewhere
- North Berkeley Wealth Management, LLC to Krystal Fortnerleft May 25, 2023, registered Sep 25, 2023 (123 days) · RIA to a state-registered adviser
- Brighton Jones LLC to North Berkeley Wealth Management, LLCleft Jul 19, 2021, registered Aug 4, 2021 (16 days) · RIA to RIA
- Parkside Advisors LLC to Brighton Jones LLCleft Jan 4, 2016, registered Apr 12, 2019 (1194 days) · Other
- Morgan Stanley to Parkside Advisors LLCleft Oct 27, 2014, registered Nov 17, 2015 (386 days) · Other
Signals
- Krystal D Fortner left North Berkeley Wealth Management, Llc for Krystal Fortner (registered 2023-09-25)May 25, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address