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RB

Robert E. Burks

MACARTHUR STRATEGIC CAPITAL
DENVER, CO 80209
Some features on this profile are disabled
CRD#: 4900529
RB
Robert E Burks JRMACARTHUR STRATEGIC CAPITAL

Professional summary

Robert E Burks JR, who also goes by Robert E Burks, Robert E Burks Jr, Robert Edward Burks, is a registered financial professional currently at MACARTHUR STRATEGIC CAPITAL, LLC located in Denver, Colorado.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2005. Robert has worked at 6 firms and has passed the Series 66, SIE, Series 7TO, Series 3, Series 7, Series 10 and Series 9 exams.

Aliases

Robert E Burks | Robert E Burks Jr | Robert Edward Burks

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.
1. BROWN CAPITAL MANAGEMENT LLC, INVESTMENT RELATED, 1201 NORTH CALVERT STREET BALTIMORE MD 21202, INVESTMENT ADVISER, CHIEF COMPLIANCE OFFICER, 02/19/2019, 160 HRS/MON, 130 HRS/MON DURING TRADING, ADMINISTER COMPLIANCE PROGRAM. 2. BIG HIT IDEAS LLC, NOT INVESTMENT RELATED, ADDRESS ON FILE, MANUFACTURING MARKETING AND PROMOTION, 01/15/2020, 20 HRS/MON, 5 HRS/MON DURING TRADING HOURS, OPERATIONS MANUFACTURING SALES AND PROMOTION.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert E Burks JR'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 20, 2026 - Present

MACARTHUR STRATEGIC CAPITAL, LLC

Office #1: 234 S Downing St. Attn: Jessica Lee Billingsley, Denver, CO 80209
BD
CRD#: 315178
DENVER, CO
Past

May 5, 2025 - May 14, 2026

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
Baltimore, MD
Past

May 3, 2019 - February 19, 2021

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
Baltimore, MD
Past

March 25, 2019 - June 5, 2026

BROWN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 105633
BALTIMORE, MD
Past

March 4, 2016 - March 6, 2019

CLEARBRIDGE INVESTMENTS, LLC

RIA
CRD#: 137028
NEW YORK, NY
Past

March 4, 2016 - March 6, 2019

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
BALTIMORE, MD
Past

May 13, 2005 - June 9, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CINCINNATI, OH
Past

March 17, 2005 - June 9, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CINCINNATI, OH

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
IAR
Series 66
Date: 5/12/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/5/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 1/7/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/21/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/21/2024
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MACARTHUR STRATEGIC CAPITAL, LLC
MACARTHUR STRATEGIC CAPITAL, LLC | SOBO CAPITAL GROUP LLC | NEXT TITAN CAPITAL LLC | NEXT TITAN CAPITAL

CRD#: 315178 / SEC#: , 8-70736

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

Main Address
234 S Downing St. Attn: Jessica Lee Billingsley, Denver, CO 80209
Mailing Address
234 S Downing St. Attn: Jessica Lee Billingsley, Denver, CO 80209
Phone number
(970) 729-0372
Established
Colorado since 03/04/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MACARTHUR HOLDING COMPANY LLCOWNER
BILLINGSLEY, JESSICA LEECHIEF EXECUTIVE OFFICER7601313
BRIGGS, JONATHAN WILBORCHIEF COMPLIANCE OFFICER3215005
SHUMBERG, IVANA MARCELLAFINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER3167225
TROUSDALE, LAUREN NICOLEPRINCIPAL FINANCIAL OFFICER5622407

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

MACARTHUR STRATEGIC CAPITAL, LLC

CRD#: 315178Denver, CO 80209

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