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Mark Howard Birkett

CONFIGURE PARTNERS SECURITIES
Atlanta, GA
·CRD# 5437328·19 years experience

Professional Summary

Mark Howard Birkett, who also goes by Mark Birkett, is a registered financial advisor currently at CONFIGURE PARTNERS SECURITIES, LLC located in Atlanta, Georgia. Mark is registered as a RR (Registered Representative) and started their career in finance in 2007. Mark has worked at 5 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark Birkett

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

19 years in the financial services industry

Current & Past Employments

CONFIGURE PARTNERS SECURITIES, LLC·CRD# 165594
BD
3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326
July 2, 2025 - Present
HILCO CORPORATE FINANCE, LLC·CRD# 282060
BD
Chicago, IL
February 8, 2024 - June 5, 2025
WILLIAM BLAIR·CRD# 1252
BD
Chicago, IL
January 19, 2021 - November 24, 2023
STONELIVING SECURITIES, LLC·CRD# 153565
BD
Miami Beach, FL
April 27, 2016 - January 20, 2021
WILLIAM BLAIR·CRD# 1252
BD
Chicago, IL
July 12, 2011 - March 22, 2016
GE CAPITAL MARKETS, INC.·CRD# 13349
BD
Chicago, IL
November 16, 2007 - November 10, 2009

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Current Firm

CP
CONFIGURE PARTNERS SECURITIES, LLC

CONFIGURE PARTNERS SECURITIES, LLC | GLASSRATNER SECURITIES, LLC

CRD#: 165594 / SEC#: 8-69172
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326

Mailing Address

3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326

Phone Number

(404) 536-0690

Established

Georgia since 08/16/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (23 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONFIGURE PARTNERS HOLDINGS, LLCSOLE MEMBER—
FAVARO, VINCENT WILLIAMCCO4163532
HOPKINS, THOMAS JOHNFINOP, PFO, POO1835087
JACQUIN, JAY CHRISTOPHEREXECUTIVE REP., INVESTMENT BANKING AND PRIVATE SECURITIES OFFERINGS PRINCIPAL5155292

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(7/2/2025)
RR
Illinois
(7/2/2025)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Aug 2011About the Series 79 exam

Series 7 — General Securities Representative Examination

Passed Nov 2007About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Mark Howard Birkett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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