AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
FS

Felipe L. Suba

Some features on this profile are disabled
CRD#: 2935387
FS

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.

Felipe Louis Suba, who also goes by Lou Suba, Louis Suba, was a registered financial professional .

Felipe is a previously registered financial professional and started their career in finance in 1997. Felipe had worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lou Suba | Louis Suba

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

May 5, 2014 - July 5, 2019

MKM PARTNERS LLC

BD
CRD#: 114666
SAN FRANCISCO, CA
Past

May 20, 2013 - January 16, 2014

FM PARTNERS HOLDINGS LLC

BD
CRD#: 134736
SAN FRANCISCO, CA
Past

October 19, 2011 - November 5, 2012

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA
Past

March 4, 2008 - October 24, 2011

WEDBUSH SECURITIES INC.

BD
CRD#: 877
SAN FRANCISCO, CA
Past

November 27, 2006 - January 15, 2008

OPPENHEIMER & CO. INC.

BD
CRD#: 249
SAN FRANCISCO, CA
Past

April 7, 2005 - November 28, 2006

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
SAN FRANCISCO, CA
Past

March 28, 2001 - January 5, 2005

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1998 - January 31, 2001

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

October 27, 1997 - September 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA

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: 11/19/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MP
MKM PARTNERS LLC
AXE & CO. LLC | MKM PARTNERS LLC

CRD#: 114666 / SEC#: , 8-53436

BD
Terminated by SEC on 04/24/2023
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 11/30/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROTH CAPITAL PARTNERS, LLC100% OWNER15407
MESSINA, STEVEN LOUISCO-FOUNDER, CO-CHAIRMAN, CCO1632057

Disclosures


Regulatory Event1

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


MKM PARTNERS LLC

CRD#: 114666

TRUST BUT VERIFY

Monitor Felipe Suba

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics