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GC

George D. Caravakis

ELE WEALTH SOLUTIONS
Anthem, AZ
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CRD#: 1740214
GC

Professional summary


George Dennis Caravakis is a registered financial professional currently at ELE WEALTH SOLUTIONS, INC. located in Anthem, Arizona.

George is registered as a RR (Registered Representative) and started their career in finance in 1987. George has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 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 Dennis Caravakis'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 25, 1995 - Present

ELE WEALTH SOLUTIONS, INC.

Office #2: 101 Merritt Boulevard Suite 10, Trumbull, CT 06611
BD
CRD#: 38931
Anthem, AZ
Past

May 25, 1993 - October 3, 1995

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

March 18, 1993 - June 5, 1993

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

October 28, 1992 - January 7, 1993

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

April 2, 1990 - July 27, 1992

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

October 27, 1987 - December 21, 1989

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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
Arizona
(2/7/2022)
RR
Connecticut
(12/31/1995)
RR
Illinois
(11/1/2024)
RR
New Jersey
(12/21/1999)
RR
New York
(12/16/1997)
RR
South Carolina
(11/1/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/26/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EW
ELE WEALTH SOLUTIONS, INC.
ELE WEALTH ADVISORS | GDC SECURITIES, LLC | ELE WEALTH SOLUTIONS, INC. | ELE WEALTH ADVISORS, INC.

CRD#: 38931 / SEC#: , 8-48467

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


Main Address
18700 W. 10 Mile Road, Ste 100, Southfield, MI 48075
Mailing Address
18700 W. 10 Mile Road, Ste 100, Southfield, MI 48075
Phone number
(248) 356-6555
Established
Michigan since 12/10/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (33 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#
LIDDELL, ELLIS NUROGARPRESIDENT, CEO, CCO1035964
PARRAN, TAMMIE MOOREFINOP, CFO4466243

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


ELE WEALTH SOLUTIONS, INC.

CRD#: 38931Anthem, AZ

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