Philip Roderick Maguire

Employer firm

Maguire Stewardship Partners CRD 309782

$17.8M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Maguire Stewardship Partners

Allen, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-08-07

TX RA
APPROVED

Since 2020-08-07

Branch Locations

Allen, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Massmutual Life Insurance Co	Dallas	TX	02/2016	07/2019
Smith, Frank & Partners	Dallas	TX	07/2019	04/2020
Maguire Stewardship Partners	Allen	TX	05/2020	Present

02/2016 → 07/2019

Massmutual Life Insurance Co

Dallas, TX
07/2019 → 04/2020

Smith, Frank & Partners

Dallas, TX
05/2020 → Present

Maguire Stewardship Partners

Allen, TX

Previous Registrations

2020-02-06 → 2020-04-01

Kestra Advisory Services, Llc

Dallas, TX

Austin, TX

Other Businesses

Philip Maguire is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. Philip Maguire will not sell any insurance products to clients or prospective clients of MSP.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-31
S63	Uniform Securities Agent State Law Examination	2013-10-07

S65 Uniform Investment Adviser Law Examination

2020-01-31
S63 Uniform Securities Agent State Law Examination

2013-10-07

Other Names

Philip Ruderick Maguire
Philip R Maguire

View on SEC IAPD