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JB

John Francis Boyle

CRD# 4647071·Registered 2003 - 2018
Previously Registered: Being a previously registered professional could mean that John 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.

Professional Summary

John Francis Boyle was a registered financial advisor. John was a previously registered financial professional and started their career in finance 2003 - 2018. John had worked at 4 firms and has passed the Series 27 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

BURKE & QUICK PARTNERS LLC·CRD# 153521
BD
Uniondale, NY
November 23, 2010 - August 30, 2018
TULLETT PREBON FINANCIAL SERVICES LLC·CRD# 28196
BD
Uniondale, NY
April 30, 2007 - January 10, 2011
CHAPDELAINE CORPORATE SECURITIES & CO·CRD# 23741
BD
Uniondale, NY
April 19, 2004 - May 17, 2007
APEX CLEARING CORPORATION·CRD# 13071
BD
Dallas, TX
June 3, 2003 - April 19, 2004

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Current Firm

B&
BURKE & QUICK PARTNERS LLC

BQ PARTNERS | BURKE & QUICK PARTNERS LLC | BURKE & QUICK PARTNERS LLC

CRD#: 153521 / SEC#: 8-68548
BD
Terminated by SEC on 08/31/2018

Contact Information

Established

New York since 03/05/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
BURKE & QUICK PARTNERS HOLDINGS LLCOWNER/MEMBER—
BOYLE, JOHN FRANCISFINOP, CFO4647071
BURKE, JAMES BRIANCEO1095175
BURKE, JAMES BRIANCCO1095175

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 27 — Financial and Operations Principal Examination

Passed Jun 2003About the Series 27 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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