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Frank R. Berndt

OLSEN PALMER LLC
WASHINGTON, DC 20005
Some features on this profile are disabled
CRD#: 6637184
FB

Professional summary

Frank Revis Berndt, who also goes by Frank Berndt, is a registered financial professional currently at OLSEN PALMER LLC located in Washington, District Of Columbia.

Frank is registered as a RR (Registered Representative) and started their career in finance in 2017. Frank has worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Frank Berndt

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

Click below to view Frank Revis Berndt'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®
None

Experience

Current

September 12, 2017 - Present

OLSEN PALMER LLC

Office #1: 1015 15th Street, Nw Suite 350, Washington, DC 20005Office #2: 435 Nichols Road Suite 200, Kansas City, MO 64112
BD
CRD#: 166536
WASHINGTON, DC

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
District of Columbia
(9/14/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 10/31/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 9/12/2017
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

OP
OLSEN PALMER LLC
OLSEN PALMER LLC

CRD#: 166536 / SEC#: , 8-69220

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

Main Address
1015 15th Street, Nw Suite 350, Washington, DC 20005
Mailing Address
1015 15th Street, Nw Suite 350, Washington, DC 20005
Phone number
(202) 803-2676
Established
Delaware since 11/16/2012
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
OLSEN, CHRISTOPHER MATTHEWMANAGING MEMBER4663010
GRIFFITH, ANN MARGARETCCO, AMLCO2936554
PALMER, BRIAN JEFFREYPRESIDENT6164585
TUCKER, CLARK BOMARFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1977842

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

OLSEN PALMER LLC

CRD#: 166536Washington, DC 20005

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