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GB

George H. Burmann

CABOT LODGE SECURITIES LLC
Saint Cloud, FL
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CRD#: 1240237
GB

Professional summary


George Hans Burmann is a registered financial professional currently at CABOT LODGE SECURITIES LLC located in Saint Cloud, Florida.

George is registered as a RR (Registered Representative) and started their career in finance in 1984. George has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 George Hans Burmann'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

September 11, 2019 - Present

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
Saint Cloud, FL
Past

October 28, 2015 - September 18, 2019

IFS SECURITIES

BD
CRD#: 40375
Saint Cloud, FL
Past

March 25, 2010 - October 27, 2015

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
SAINT CLOUD, FL
Past

December 20, 2001 - March 29, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
ST. CLOUD, FL
Past

August 6, 1990 - December 31, 2001

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

February 24, 1984 - October 18, 1990

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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
Alabama
(10/1/2019)
RR
California
(9/12/2019)
RR
Colorado
(11/15/2019)
RR
Connecticut
(9/27/2019)
RR
Florida
(9/27/2019)
RR
Georgia
(10/2/2019)
RR
Maryland
(9/12/2019)
RR
Mississippi
(9/30/2019)
RR
New York
(10/4/2019)
RR
North Carolina
(9/30/2019)
RR
Tennessee
(2/3/2021)
RR
Texas
(9/17/2019)
RR
Virginia
(9/30/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 4/27/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CL
CABOT LODGE SECURITIES LLC
CABOT LODGE SECURITIES LLC | WENTWORTH CAPITAL MARKETS | PRIME UNITED SECURITIES LLC

CRD#: 159712 / SEC#: , 8-69009

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


Main Address
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173
Mailing Address
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173
Phone number
(212) 388-6200
Established
Delaware since 10/21/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
PKS HOLDINGS LLCMEMBER
FEIGENBLATT, ELANA RACHELCOO4880188
GOULD, CRAIG MICHAELPRESIDENT/CEO2367293
LEIBOWITZ, ROGER FARRELLFINOP2536523
SMITH, STEPHEN JOSEPHOPTIONS PRINCIPAL1123669
WEBB, WILLIAM DUDLEY JRCHIEF COMPLIANCE OFFICER1256777

Disclosures


Regulatory Event2
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


CABOT LODGE SECURITIES LLC

CRD#: 159712Saint Cloud, FL

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