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Richard W. Berenger

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CRD#: 1041622
RB

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.

Richard Walter Berenger was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1982. Richard had worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 27, Series 53, Series 24 and Series 4 exams.

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.
The advisor shows no other business activity.

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

June 11, 2013 - January 8, 2015

MATRIX 360 DISTRIBUTORS, LLC

BD
CRD#: 159715
BARDONIA, NY
Past

October 6, 2010 - December 17, 2014

MATRIX CAPITAL GROUP, INC.

BD
CRD#: 33364
NEW YORK, NY
Past

December 4, 2007 - September 1, 2009

XSHARES SECURITIES LLC

BD
CRD#: 141534
NEW YORK, NY
Past

August 8, 2007 - December 18, 2007

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
NEW YORK, NY
Past

October 2, 2003 - July 18, 2006

GRANTA CAPITAL GROUP LLC

BD
CRD#: 114657
NEW YORK, NY
Past

November 26, 2001 - October 7, 2003

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

November 19, 2001 - September 23, 2003

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

November 19, 2001 - September 23, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

December 5, 1995 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

October 6, 1993 - November 17, 1995

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

October 5, 1987 - November 17, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 5, 1987 - November 17, 1995

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

October 15, 1985 - January 1, 1986

BRODIS SECURITIES INCORPORATED

BD
CRD#: 1135
Past

September 5, 1985 - October 21, 1987

TTS PARTNERS

BD
CRD#: 14606
Past

June 14, 1985 - August 12, 1985

WHARTON FINANCIAL CORP.

BD
CRD#: 7286
Past

June 22, 1982 - July 11, 1985

CRALIN & CO., INC.

BD
CRD#: 7605
Past

May 24, 1982 - September 8, 1982

CRALIN SECURITIES COMPANY

BD
CRD#: 10208

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: 2/6/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 11/30/1982
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


M3
MATRIX 360 DISTRIBUTORS, LLC
MATRIX 360 DISTRIBUTORS, LLC

CRD#: 159715 / SEC#: , 8-69013

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4300 Shawnee Mission Parkway, Suite 100, Fairway, KS 66205
Mailing Address
4300 Shawnee Mission Parkway, Suite 100, Fairway, KS 66205
Phone number
(816) 787-0728
Established
Delaware since 02/12/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MATRIX 360 HOLDINGS LLCSHAREHOLDER
DEMARINO, ANTHONY VINCENTCHIEF EXECUTIVE OFFICER2354700
LINSCOTT, RANDALLSHAREHOLDER6428438
WILLIAMS, JOHN RAYCHIEF COMPLIANCE OFFICER1865081

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


MATRIX 360 DISTRIBUTORS, LLC

CRD#: 159715

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