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GG

George E. Gotch

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CRD#: 1839444
GG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Edward Gotch was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1988. George had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 3, 2013 - December 31, 2016

SAPERSTON ASSET MANAGEMENT, INC.

RIA
CRD#: 44379
ORLANDO, FL
Past

November 13, 2012 - December 31, 2016

SAPERSTON ASSET MANAGEMENT, INC.

BD
CRD#: 44379
ORLANDO, FL
Past

October 2, 1997 - October 12, 2012

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
GAINESVILLE, FL
Past

September 18, 1995 - October 16, 1997

SAPERSTON FINANCIAL INC.

BD
CRD#: 27863
BUFFALO, NY
Past

December 16, 1993 - September 18, 1995

TAJ GLOBAL EQUITIES, INC.

BD
CRD#: 31768
TAMPA, FL
Past

February 21, 1992 - December 23, 1993

J. GREGORY & COMPANY, INC.

BD
CRD#: 14892
Past

July 16, 1991 - August 16, 1991

J. GREGORY & COMPANY, INC.

BD
CRD#: 14892
Past

April 9, 1991 - February 20, 1992

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

November 27, 1990 - April 4, 1991

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

April 3, 1990 - December 4, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

January 11, 1990 - April 4, 1990

WELLSHIRE SECURITIES, INC.

BD
CRD#: 17939
Past

August 22, 1988 - January 17, 1990

KOBER FINANCIAL CORP.

BD
CRD#: 17551
ENGLEWOOD, CO
Past

June 22, 1988 - September 15, 1988

INVESTORS CENTER, INC.

BD
CRD#: 14670

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: 9/30/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SA
SAPERSTON ASSET MANAGEMENT, INC.
SAPERSTON ASSET MANAGEMENT, INC.

CRD#: 44379 / SEC#: 801-55180, 8-50658

BD
Terminated by SEC on 01/29/2019
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Contact information


Main Address
172 Lake Street, Hamburg, NY 14075
Mailing Address
Phone number
Established
Delaware since 11/10/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SAPERSTON SELECT INVESTMENT MANAGEMENT PROGRAM (3/31/2018)

Direct owners and executive officers


NamePositionCRD#
SCENIC BUFFALO, L.P.SOLE SHAREHOLDER
HASENSTAB, DAVID CHRISTOPHERVP CHIEF COMPLIANCE OFFICER, FINANCIAL OPERATIONS PRINCIPAL2645866
SAPERSTON, KAREN LEBERPRESIDENT, ROSFP, OPERATIONS & REGISTRATION1921232
SAPERSTON, KAREN LEBERMUNICIPAL SECURITIES PRINCIPAL1921232

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


SAPERSTON ASSET MANAGEMENT, INC.

CRD#: 44379

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