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JB

James B. Burke

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CRD#: 1095175
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Brian Burke was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 9 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 23, 2010 - August 30, 2018

BURKE & QUICK PARTNERS LLC

BD
CRD#: 153521
UNIONDALE, NY
Past

April 30, 2007 - January 10, 2011

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
UNIONDALE, NY
Past

April 19, 2004 - May 17, 2007

CHAPDELAINE CORPORATE SECURITIES & CO

BD
CRD#: 23741
UNIONDALE, NY
Past

January 2, 2001 - April 19, 2004

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

May 10, 1999 - December 31, 2000

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

June 25, 1992 - May 11, 1999

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

July 16, 1990 - October 9, 1990

HME INTERNATIONAL ADVISORY ASSOCIATES, L.P.

BD
CRD#: 27059
Past

October 1, 1985 - July 16, 1990

HME INTERNATIONAL ADVISORY ASSOCIATES, INC.

BD
CRD#: 10400
Past

August 23, 1984 - June 15, 1992

P.R. BURKE & CO., INC.

BD
CRD#: 13558
NEW YORK, NY
Past

June 22, 1983 - October 26, 1983

ITG EXECUTION SERVICES, INC.

BD
CRD#: 5247

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/4/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/22/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


B&
BURKE & QUICK PARTNERS LLC
BQ PARTNERS | BURKE & QUICK PARTNERS LLC | BURKE & QUICK PARTNERS LLC

CRD#: 153521 / SEC#: , 8-68548

BD
Terminated by SEC on 08/31/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/05/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BURKE & QUICK PARTNERS HOLDINGS LLCOWNER/MEMBER
BOYLE, JOHN FRANCISFINOP, CFO4647071
BURKE, JAMES BRIANCEO1095175
BURKE, JAMES BRIANCCO1095175

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


BURKE & QUICK PARTNERS LLC

CRD#: 153521

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