Richard W. Lenart

QUASAR DISTRIBUTORS

Fort Worth, TX 76102

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CRD#: 2382885

Professional summary

Richard Wayne Lenart, CFP® is a registered financial professional currently at QUASAR DISTRIBUTORS, LLC located in Fort Worth, Texas.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1993. Richard has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

March 13, 2007 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 301 Commerce Street Ste 1600, Fort Worth, TX 76102

CRD#: 103848

Fort Worth, TX

Past

February 11, 2005 - August 26, 2005

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ALLEN, TX

Past

June 29, 2004 - August 26, 2005

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

March 17, 1997 - July 31, 2002

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

June 25, 1996 - March 17, 1997

NEBRASKA HUDSON COMPANY, INC.

CRD#: 27501

OMAHA, NE

Past

July 19, 1995 - February 5, 1996

PRINCIPAL FINANCIAL SECURITIES,INC.

CRD#: 260

DALLAS, TX

Past

August 5, 1993 - September 26, 1994

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(3/13/2007)

Exams

State Security Law Exam

IAR

Series 65

Date: 10/26/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/3/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/2/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

QUASAR DISTRIBUTORS, LLC

CRD#: 103848 / SEC#: , 8-52323

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone number

(866) 251-6920

Established

Delaware since 01/21/2000

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
FORESIDE DISTRIBUTORS, LLC	SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKI	PRESIDENT/MANAGER/DIRECTOR	1544189
EDELMAN, GABRIEL	SECRETARY	6654419
LA FOND, SUSAN LORENE	VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER	4512785
LANZA, CHRISTOPHER CONTE	VICE PRESIDENT	2184856
MACCHIA, KATE SCHENDEL	VICE PRESIDENT	4863973
SOMMERS, WESTON	CFO/FINOP	5290145

Red Flags

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Firm Stability Insights

Richard W. Lenart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Richard Wayne Lenart's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

1ST GLOBAL CAPITAL CORP.

NEBRASKA HUDSON COMPANY, INC.

PRINCIPAL FINANCIAL SECURITIES,INC.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/2004

Series 63

Date: 9/10/1993

SIE

Date: 10/1/2018

Series 7

Date: 3/7/1994

Series 6

Date: 8/3/1993

Series 24

Date: 7/2/2007

FINRA

Current Firm

QUASAR DISTRIBUTORS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

QUASAR DISTRIBUTORS, LLC

TRUST BUT VERIFY

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