Randi S. Bellner
Professional summary
Randi Scott Bellner is a registered financial advisor currently at GRYPHON FINANCIAL PARTNERS located in Westfield, Indiana.
Randi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Randi has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Randi Scott Bellner's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2023 - Present
GRYPHON FINANCIAL PARTNERS
February 21, 2023 - April 20, 2023
U.S. BANCORP INVESTMENTS, INC.
Primary Firm SEC Registration
GRYPHON FINANCIAL PARTNERS
CRD#: 288210 / SEC#: 801-110583
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/5/2023)
Exams
Series 7TO
Date: 2/21/2023
General Securities Representative ExaminationCurrent Firm
GRYPHON FINANCIAL PARTNERS
CRD#: 288210 / SEC#: 801-110583
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,579 |
| AUM (Assets Under Management) | $ 2,033,871,278 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2024 | ||
| 12/18/2023 | ||
| 10/25/2022 |
Red Flags
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