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Susie Scribner

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CRD#: 2603789
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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.

Susie Scribner, who also goes by Susie Spencer, was a registered financial professional .

Susie is a previously registered financial professional and started their career in finance in 1995. Susie had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susie Spencer

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

February 28, 2012 - March 19, 2015

STIRA CAPITAL MARKETS GROUP, LLC

BD
CRD#: 141277
IRVINE, CA
Past

July 28, 2010 - November 21, 2011

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

January 1, 2002 - November 21, 2011

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
SANTA BARBARA, CA
Past

November 6, 1998 - January 1, 2002

MANULIFE WOOD LOGAN, INC.

BD
CRD#: 19177
STAMFORD, CT
Past

August 28, 1996 - July 10, 1998

NICHOLAS-APPLEGATE SECURITIES LLC

BD
CRD#: 31205
SAN DIEGO, CA
Past

April 18, 1995 - August 28, 1996

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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: 4/13/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SC
STIRA CAPITAL MARKETS GROUP, LLC
COASTAL CAPITAL MARKETS GROUP, INC. | STIRA CAPITAL MARKETS GROUP, LLC | STEADFAST CAPITAL MARKETS GROUP, LLC | CORE PRIVATE WEALTH MANAGEMENT | CORE CAPITAL MARKETS GROUP, INC.

CRD#: 141277 / SEC#: , 8-67373

BD
Terminated by SEC on 12/01/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/24/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STEADFAST REIT HOLDINGS, LLCOWNER
BUTLER, CHRISTINA MARIECHIEF COMPLIANCE OFFICER6228852
VOOS, VIRGINIA LAWRENCEFINOP, CFO, PFO, POO4576740

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


STIRA CAPITAL MARKETS GROUP, LLC

CRD#: 141277

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