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SP

Summer G. Parsons

SPIRE SECURITIES
Frederick, MD 21701
Some features on this profile are disabled
CRD#: 4322931
SP

Professional summary


Summer Gail Parsons, who also goes by Summer G Altamirano, Summer Gail Altamirano, Summer Altamirano, is a registered financial professional currently at SPIRE SECURITIES, LLC located in Frederick, Maryland.

Summer is registered as a RR (Registered Representative) and started their career in finance in 2007. Summer has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Summer G Altamirano | Summer Gail Altamirano | Summer Altamirano

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) - BD


Click below to view Summer Gail Parsons'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

August 27, 2019 - Present

SPIRE SECURITIES, LLC

Office #1: 129 E. Patrick Street Suite 12, Frederick, MD 21701
BD
CRD#: 144131
Frederick, MD
Past

August 25, 2015 - August 28, 2019

OSAIC FA, INC.

BD
CRD#: 3978
Frederick, MD
Past

November 30, 2011 - August 20, 2015

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
FREDERICK, MD
Past

October 23, 2007 - November 30, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ROCKVILLE, MD

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
Maryland
(8/27/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 12/23/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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#: 144131Frederick, MD 21701

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