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KC

Kristine E. Cranley

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CRD#: 7436217
KC

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.

Kristine Elizabeth Cranley was a registered financial professional .

Kristine is a previously registered financial professional and started their career in finance in 2021. Kristine had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NOAH'S BITCOIN; INVESTMENT RELATED; FORT WORTH, TX; CONSULTATIONS AND EDUCATION; OWNER/EDUCATOR; 2021; APPROXIMATELY 10 HRS/WK DURING TRADING HOURS; GIVE EDUCATIONAL TALKS AND PRIVATE CONSULTATIONS TEACHING ABOUT BLOCKCHAIN AND CRYPTOCURRENCY, FINANCIAL ADVICE MAY BE GIVEN RELATIVE TO BITCOIN, BUT ANY ADVISORY ACTIVITY WOULD BE THROUGH PM SQUARED.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 2, 2021 - April 1, 2024

PM SQUARED FINANCIAL

RIA
CRD#: 305206
FORT WORTH, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/30/2021
Uniform Investment Adviser Law Examination

Current Firm


PS
PM SQUARED FINANCIAL
PM SQUARED FINANCIAL | PM SQUARED, LLC

CRD#: 305206 / SEC#:

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Contact information


Main Address
6050 Southwest Blvd Suite 150, Fort Worth, TX 76109
Mailing Address
Phone number
(214) 918-2309
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts84
AUM (Assets Under Management)$ 13,328,714

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PM SQUARED FINANCIAL

CRD#: 305206

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