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George H. Moseman

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CRD#: 2221122
GM

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 Harmon Moseman IV was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1993. George had worked at 9 firms and has passed the Series 63 and Series 7 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

July 2, 2012 - November 23, 2012

INTEGRATED TRADING AND INVESTMENTS, INC.

BD
CRD#: 47730
HUNTINGTON BEACH, CA
Past

February 19, 2010 - May 6, 2010

MORRIS FINANCIAL, INC.

BD
CRD#: 18561
NEWPORT BEACH, CA
Past

October 25, 2007 - December 5, 2007

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

October 22, 2007 - October 25, 2007

AIS FINANCIAL, INC.

BD
CRD#: 41462
WESTLAKE VILLAGE, CA
Past

January 16, 2006 - March 19, 2007

AIS FINANCIAL, INC.

BD
CRD#: 41462
IRVINE, CA
Past

January 22, 2003 - April 6, 2004

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

July 11, 1999 - February 8, 2001

EQUITY TRUST ADVISORS, INC.

BD
CRD#: 44799
IRVINE, CA
Past

August 21, 1995 - April 8, 1998

TRADEWAY SECURITIES GROUP, INC.

BD
CRD#: 29794
CARLSBAD, CA
Past

July 31, 1993 - September 20, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 14, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 7, 1993 - March 19, 1993

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

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
Series 63
Date: 12/15/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


IT
INTEGRATED TRADING AND INVESTMENTS, INC.
INTEGRATED TRADING AND INVESTMENTS, INC.

CRD#: 47730 / SEC#: , 8-51880

BD
Terminated by SEC on 07/29/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 05/10/1999
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTEGRATED CAPITAL GROUP, INC.CORPORATE HOLDING CO.
COHEN, AARON WILLIAMPRESIDENT/CEO/CCO874379
MORGAN, WILLIAM ARTHURFINOP852925

Disclosures


Regulatory Event1

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


INTEGRATED TRADING AND INVESTMENTS, INC.

CRD#: 47730

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