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JK

John Patrick Kirk

CRD# 1742927·Registered 1987 - 2015
Barred: John Patrick Kirk was barred by the SEC and is not permitted to conduct business in the covered capacity.

Professional Summary

John Patrick Kirk was a registered financial advisor. John was a previously registered financial advisor and started their career in finance 1987 - 2015. John had worked at 6 firms and has passed the Series 63, Series 7, Series 6 and Series 26 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

SPARTAN GROUP PARTNERS, LLC·CRD# 172042
RIA
Newtown Square, PA
October 2, 2014 - September 15, 2015
GLOBAL TRANSITION SOLUTIONS, INC.·CRD# 21622
BD
New York, NY
January 12, 2005 - July 8, 2014
SEI INVESTMENTS DISTRIBUTION CO.·CRD# 10690
BD
Oaks, PA
September 11, 1991 - May 2, 2003
FORESIDE DISTRIBUTION SERVICES, L.P.·CRD# 15634
BD
Portland, ME
July 11, 1990 - August 22, 1991
PAMCO SECURITIES AND INSURANCE SERVICES·CRD# 11028
BD
June 1, 1988 - July 20, 1990
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
September 24, 1987 - June 6, 1988

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Current Firm

SG
SPARTAN GROUP PARTNERS, LLC

SPARTAN GROUP PARTNERS, LLC

CRD#: 172042

Contact Information

Main Address

25 Springton Point Drive, Newtown Square, PA 19073

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1987About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 1992About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1987About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Aug 1989About the Series 26 exam

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CRS (Client Relationship Summary)

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

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JK
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