Naman K. Bohra
Professional summary
Naman Kumar Bohra is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC and FORESIDE GLOBAL SERVICES, LLC .
Naman is registered as a RR (Registered Representative) and started their career in finance in 2023. Naman has worked at 11 firms and has passed the Series 7TO, SIE and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Naman Kumar Bohra's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2026 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: Survey No.154/6 3rd Floor, Nob Building Hinjawadi Phase 1 Rd, Blue Ridge, Pune, 411057August 25, 2026 - Present
FORESIDE GLOBAL SERVICES, LLC
Office #1: Survey No.154/6 3rd Floor, Nob Building Hinjawadi Phase 1 Rd, Blue Ridge, Pune, 411057August 25, 2026 - Present
IMST DISTRIBUTORS, LLC
Office #1: Survey No.154/6 3rd Floor, Nob Building Hinjawadi Phase 1 Rd, Blue Ridge, Pune, 411057August 25, 2026 - Present
QUASAR DISTRIBUTORS, LLC
Office #1: Survey No.154/6 3rd Floor, Nob Building Hinjawadi Phase 1 Rd, Blue Ridge, Pune, 411057August 25, 2026 - Present
FORESIDE FUND SERVICES, LLC
Office #1: Survey No.154/6 3rd Floor, Nob Building Hinjawadi Phase 1 Rd, Blue Ridge, Pune, 411057August 25, 2026 - Present
FORESIDE FUNDS DISTRIBUTORS LLC
Office #1: Survey No.154/6 3rd Floor, Nob Building Hinjawadi Phase 1 Rd, Blue Ridge, Pune, 411057January 17, 2025 - April 9, 2026
BNY MELLON SECURITIES CORPORATION
January 23, 2023 - December 12, 2024
CETERA INVESTMENT SERVICES LLC
January 23, 2023 - December 12, 2024
CETERA FINANCIAL SPECIALISTS LLC
January 23, 2023 - December 12, 2024
CETERA ADVISORS LLC
January 23, 2023 - December 12, 2024
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 1/23/2023
General Securities Representative ExaminationFINRA
Current Firm
FORESIDE FUNDS DISTRIBUTORS LLC
CRD#: 31334 / SEC#: , 8-45467
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS LLC | DIRECTOR OWNER/SOLE MEMBER | |
| BRUNNER, JENNIFER ANNE | VP/CHIEF COMPLIANCE OFFICER | 1137783 |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/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 |
Red Flags
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