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JK

John P. Kirk

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CRD#: 1742927
JK

Professional summary


John Patrick Kirk was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial advisor and started their career in finance in 1987. Prior to being barred, John had worked at 6 firms, which includes SPARTAN GROUP PARTNERS LLC, GLOBAL TRANSITION SOLUTIONS INC., SEI INVESTMENTS DISTRIBUTION CO., FORESIDE DISTRIBUTION SERVICES L.P., PAMCO SECURITIES AND INSURANCE SERVICES, FORESTERS FINANCIAL SERVICES INC..

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

October 2, 2014 - September 15, 2015

SPARTAN GROUP PARTNERS, LLC

RIA
CRD#: 172042
NEWTOWN SQUARE, PA
Past

January 12, 2005 - July 8, 2014

GLOBAL TRANSITION SOLUTIONS, INC.

BD
CRD#: 21622
NEW YORK, NY
Past

September 11, 1991 - May 2, 2003

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

July 11, 1990 - August 22, 1991

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
PORTLAND, ME
Past

June 1, 1988 - July 20, 1990

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

September 24, 1987 - June 6, 1988

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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: 9/24/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SG
SPARTAN GROUP PARTNERS, LLC
SPARTAN GROUP PARTNERS, LLC

CRD#: 172042 / SEC#:

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Contact information


Main Address
25 Springton Point Drive, Newtown Square, PA 19073
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


SPARTAN GROUP PARTNERS, LLC

CRD#: 172042

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