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George H. Collis

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CRD#: 1938066
GC

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 Homer Collis, who also goes by George H Collis, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1989. George had worked at 9 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

George H Collis

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

April 19, 2001 - March 22, 2019

FLYING CLOUD MONEYMANAGEMENT, LLC

RIA
CRD#: 118836
COLUMBIA, MD
Past

January 3, 1997 - December 31, 1998

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

January 1, 1996 - December 31, 1996

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

January 11, 1995 - January 1, 1996

COMPREHENSIVE FINANCIAL SERVICES, INC.

BD
CRD#: 22710
Past

February 28, 1992 - January 26, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

February 26, 1992 - January 26, 1995

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

November 18, 1991 - December 19, 2003

OMEGA FINANCIAL SERVICES, INC.

RIA
CRD#: 118852
ARNOLD, MD
Past

April 4, 1989 - March 18, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 4, 1989 - March 18, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
IAR
Series 65
Date: 7/7/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/2/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22
Date: 5/25/1989
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/3/1989
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FC
FLYING CLOUD MONEYMANAGEMENT, LLC
FLYING CLOUD MONEYMANAGEMENT, LLC

CRD#: 118836 / SEC#:

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Contact information

Main Address
Columbia, MD
Mailing Address
6030 Marshalee Drive, Suite 106, Elkridge, MD 21075-5987
Phone number
(443) 668-3636
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts69
AUM (Assets Under Management)$ 6,484,464

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

FLYING CLOUD MONEYMANAGEMENT, LLC

CRD#: 118836

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