Kristi Bonner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kristi Bonner was a registered financial professional .
Kristi is a previously registered financial professional and started their career in finance in 2007. Kristi had worked at 2 firms and has passed the Series 63, Series 79TO, SIE, Series 86, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 16, 2023 - March 11, 2025
INDEPENDENCE POINT SECURITIES LLC
September 11, 2007 - April 11, 2011
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 5/16/2023
Investment Banking Registered Representative ExaminationCurrent Firm
INDEPENDENCE POINT SECURITIES LLC
CRD#: 318171 / SEC#: , 8-70853
Contact information
FINRA licenses (7 States and Territories)
Documents
Red Flags
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