Robert M. Milburn

SPIRE SECURITIES

Mclean, VA 22102

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CRD#: 2013040

Professional summary

Robert Maurice Milburn, who also goes by Bob Milburn, Robert Maurice Milburn, Robert Maurice Milburn, is a registered financial professional currently at SPIRE SECURITIES, LLC located in Mclean, Virginia.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1991. Robert has worked at 13 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bob Milburn | Robert Maurice Milburn | Robert Maurice Milburn

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.

RMMILBURN CONSULTING LLC POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 8 START DATE: 12/30/2018 ADDRESS: 11011 Bethesda Church Road, Damascus, MD 20872 United States DESCRIPTION: Provide back office services to broker dealers and registered investment advisors. Services include accounting, auditing, and regulatory.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert Maurice Milburn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 15, 2025 - Present

SPIRE SECURITIES, LLC

Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

CRD#: 144131

Mclean, VA

Past

June 29, 2022 - December 1, 2023

ZINVEST FINANCIAL SERVICE, LLC

RIA

CRD#: 297563

Demascus, MD

Past

October 5, 2021 - April 1, 2024

VELOX CLEARING LLC

CRD#: 290215

MIAMI, FL

Past

April 1, 2021 - September 14, 2021

GROVE POINT ADVISORS, LLC

RIA

CRD#: 313171

ROCKVILLE, MD

Past

May 22, 2020 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

Rockville, MD

Past

May 22, 2020 - September 14, 2021

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Rockville, MD

Past

September 17, 2018 - December 18, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

SILVER SPRING, MD

Past

April 19, 2011 - December 18, 2018

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

April 18, 2011 - September 12, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

SILVER SPRING, MD

Past

July 21, 2010 - April 4, 2011

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

RICHMOND, VA

Past

June 20, 2006 - January 25, 2008

ADVANCED EQUITIES, INC.

CRD#: 35545

CHICAGO, IL

Past

June 20, 2006 - April 4, 2011

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

December 20, 1999 - October 11, 2005

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

Past

September 23, 1996 - August 3, 1998

CASPIAN SECURITIES INCORPORATED

CRD#: 38878

NEW YORK, NY

Past

September 20, 1995 - August 26, 1996

ING BARING (U.S.) SECURITIES, INC.

CRD#: 5285

NEW YORK, NY

Past

August 2, 1995 - September 12, 1995

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

August 23, 1991 - November 18, 1994

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Virginia
(1/15/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 7/9/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/15/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/7/2006

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 12/8/1995

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

SPIRE SECURITIES, LLC

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

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)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
SPIRE INVESTMENT PTNER	PARENT/HOLDING COMPANY
BLISK, DAVID LLOYD	PRESIDENT
MALIK, FEISAL AHMED KHAN	CCO	2115832
MILBURN, ROBERT	FINOP	2013040

Disclosures

Regulatory Event	1
Arbitration	1

Red Flags

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Robert M. Milburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert Maurice Milburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZINVEST FINANCIAL SERVICE, LLC

VELOX CLEARING LLC

GROVE POINT ADVISORS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIRST ALLIED SECURITIES, INC.

ADVANCED EQUITIES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST CLEARING, LLC

CASPIAN SECURITIES INCORPORATED

ING BARING (U.S.) SECURITIES, INC.

J.P. MORGAN SECURITIES INC.

FIRST UNION CAPITAL MARKETS CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2010

Series 63

Date: 10/15/1991

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/22/1991

Series 24

Date: 9/7/2006

Series 27

Date: 12/8/1995

FINRA

Current Firm

SPIRE SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

SPIRE SECURITIES, LLC

TRUST BUT VERIFY

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