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SM

Suzanne M. Mckeown

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CRD#: 1814114
SM

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.

Suzanne Marie Mckeown, who also goes by Sue Mckeown, was a registered financial professional .

Suzanne is a previously registered financial professional and started their career in finance in 1988. Suzanne had worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 22, Series 14, Series 51, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sue Mckeown

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 3, 2007 - December 18, 2023

SPIRE SECURITIES, LLC

BD
CRD#: 144131
McLean, VA
Past

July 29, 2003 - November 2, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
MCLEAN, VA
Past

April 7, 1999 - May 27, 2003

ONLINE SECURITIES, INC.

BD
CRD#: 46349
HERNDON, VA
Past

February 1, 1989 - December 8, 1998

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
GLEN ALLEN, VA
Past

July 20, 1988 - December 31, 1988

FIRST CHESAPEAKE SECURITIES CORPORATION

BD
CRD#: 10517

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: 6/9/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 4/11/2003
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


SS
SPIRE SECURITIES, LLC
SPIRE SECURITIES, LLC

CRD#: 144131 / SEC#: , 8-67635

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
Mailing Address
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102
Phone number
(703) 657-6075
Established
Virginia since 04/02/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SPIRE INVESTMENT PTNERPARENT/HOLDING COMPANY
BLISK, DAVID LLOYDPRESIDENT
MALIK, FEISAL AHMED KHANCCO2115832
MILBURN, ROBERTFINOP2013040

Disclosures


Regulatory Event1
Arbitration1

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


SPIRE SECURITIES, LLC

CRD#: 144131

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