BK
Bjoern C. Kahl
FORESIDE FUND SERVICES
Larchmont, NY
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CRD#: 2699981
BK
Professional summary
Bjoern Christian Kahl, who also goes by Bjoern Kahl, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Larchmont, New York.
Bjoern is registered as a RR (Registered Representative) and started their career in finance in 1996. Bjoern has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 3 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Bjoern Kahl
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.
CRS (Client Relationship Summary) - BD
Click below to view Bjoern Christian Kahl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 1, 2020 - Present
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
Larchmont, NY
Past
October 27, 2020 - December 1, 2020
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
Larchmont, NY
Past
January 21, 2016 - October 24, 2018
LAMPE CAPITAL NORTH AMERICA LLC
BD
CRD#: 160477
NEW YORK, NY
Past
December 3, 2004 - November 25, 2015
BAADER HELVEA INC.
BD
CRD#: 132007
NEW YORK, NY
Past
September 17, 2001 - December 31, 2005
PICTET OVERSEAS INC.
BD
CRD#: 36500
MONTREAL, QC,
Past
February 7, 1996 - July 15, 1998
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
Alabama(4/24/2023)
RR
Alaska(4/24/2023)
RR
Arizona(4/24/2023)
RR
Arkansas(4/24/2023)
RR
California(4/24/2023)
RR
Colorado(4/24/2023)
RR
Connecticut(4/24/2023)
RR
Delaware(4/24/2023)
RR
District of Columbia(4/24/2023)
RR
Florida(4/24/2023)
RR
Georgia(4/24/2023)
RR
Hawaii(4/24/2023)
RR
Idaho(4/24/2023)
RR
Illinois(4/24/2023)
RR
Indiana(4/24/2023)
RR
Iowa(4/24/2023)
RR
Kansas(4/24/2023)
RR
Kentucky(4/24/2023)
RR
Louisiana(4/24/2023)
RR
Maine(4/24/2023)
RR
Maryland(4/24/2023)
RR
Massachusetts(4/24/2023)
RR
Michigan(4/24/2023)
RR
Minnesota(4/24/2023)
RR
Mississippi(4/24/2023)
RR
Missouri(4/24/2023)
RR
Montana(4/27/2023)
RR
Nebraska(4/24/2023)
RR
Nevada(4/24/2023)
RR
New Hampshire(4/24/2023)
RR
New Jersey(4/24/2023)
RR
New Mexico(4/24/2023)
RR
New York(12/1/2020)
RR
North Carolina(4/24/2023)
RR
North Dakota(4/24/2023)
RR
Ohio(4/24/2023)
RR
Oklahoma(4/24/2023)
RR
Oregon(4/24/2023)
RR
Pennsylvania(4/24/2023)
RR
Rhode Island(4/24/2023)
RR
South Carolina(4/24/2023)
RR
South Dakota(4/24/2023)
RR
Tennessee(4/24/2023)
RR
Texas(4/24/2023)
RR
Utah(4/24/2023)
RR
Vermont(4/24/2023)
RR
Virginia(4/24/2023)
RR
Washington(4/24/2023)
RR
West Virginia(4/24/2023)
RR
Wisconsin(4/24/2023)
RR
Wyoming(4/24/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
BD
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
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
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.
