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DB

Dennis P. Beirne

AMERICAN ELM DISTRIBUTION PARTNERS
Portsmouth, NH 03801
Some features on this profile are disabled
CRD#: 2306864
DB

Professional summary

Dennis Patrick Beirne, who also goes by Dennis P Beirne, is a registered financial professional currently at AMERICAN ELM DISTRIBUTION PARTNERS, LLC located in Portsmouth, New Hampshire.

Dennis is registered as a RR (Registered Representative) and started their career in finance in 1995. Dennis has worked at 4 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dennis P Beirne

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.
OWNER + GENERAL MANAGER OF MILFORDPOINT, LLC 2012 REVENUE = 0

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Dennis Patrick Beirne'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

September 1, 2024 - Present

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

Office #1: 155 Fleet Street, Portsmouth, NH 03801
BD
CRD#: 153322
Portsmouth, NH
Past

July 10, 2020 - October 7, 2022

PEOPLE'S UNITED ADVISORS, INC.

RIA
CRD#: 292454
BRIDGEPORT, CT
Past

October 24, 2008 - October 30, 2009

CHITTENDEN SECURITIES, LLC.

BD
CRD#: 45190
BURLINGTON, VT
Past

August 7, 2006 - March 31, 2020

PEOPLE'S SECURITIES, INC.

RIA
CRD#: 13704
BRIDGEPORT, CT
Past

June 15, 1995 - October 7, 2022

PEOPLE'S SECURITIES, INC.

BD
CRD#: 13704
BRIDGEPORT, CT

State Registrations and Notice Filings

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

RR
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

RR
Connecticut
(9/1/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/5/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/14/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/1/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/31/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/27/2012
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/6/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AE
AMERICAN ELM DISTRIBUTION PARTNERS, LLC
AMERICAN ELM DISTRIBUTION PARTNERS, LLC | SQN SECURITIES LLC

CRD#: 153322 / SEC#: , 8-68523

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

Main Address
155 Fleet Street, Portsmouth, NH 03801
Mailing Address
155 Fleet Street, Portsmouth, NH 03801
Phone number
(603) 766-4924
Established
Delaware since 01/14/2010
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (18 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#
IDP HOLDINGS, INCMEMBER
GRANITE ISLAND HOLDINGS, LLCMEMBER
MURRAY, JESSICA LEECHIEF COMPLIANCE OFFICER4675076
PONTICELLO, MICHAEL CARLCEO & PRESIDENT4851169
RYAN, KIMBERLY ANNFINOP4316310

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

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

CRD#: 153322Portsmouth, NH 03801

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