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GM

George W. Miles

MD GLOBAL PARTNERS
New York, NY 10065
Some features on this profile are disabled
CRD#: 2227479
GM

Professional summary

George Wilson Miles JR, who also goes by George W Miles Jr, George Wilson Miles, is a registered financial professional currently at MD GLOBAL PARTNERS, LLC located in New York, New York.

George is registered as a RR (Registered Representative) and started their career in finance in 1993. George has worked at 12 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

George W Miles Jr | George Wilson Miles

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 Wilson Miles JR'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

May 11, 2023 - Present

MD GLOBAL PARTNERS, LLC

Office #1: 329 E 63rd St Apt 3j, New York, NY 10065
BD
CRD#: 140988
New York, NY
Past

August 1, 2014 - May 18, 2021

MD GLOBAL PARTNERS, LLC

BD
CRD#: 140988
NEW YORK, NY
Past

February 25, 2004 - August 4, 2004

BRILL SECURITIES, INC.

BD
CRD#: 18565
NEW YORK, NY
Past

December 10, 2001 - July 12, 2002

BRILL SECURITIES, INC.

BD
CRD#: 18565
NEW YORK, NY
Past

November 8, 2000 - August 2, 2001

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

June 22, 2000 - August 15, 2000

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
WOODSTOCK, GA
Past

April 11, 2000 - September 11, 2000

THE ROCKWELL FINANCIAL GROUP, INC.

BD
CRD#: 26153
HICKSVILLE, NY
Past

January 21, 2000 - March 22, 2000

TARPON SCURRY INVESTMENTS, INC.

BD
CRD#: 34635
NEW YORK, NY
Past

February 19, 1999 - September 10, 1999

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

January 19, 1996 - January 22, 1998

MAY, DAVIS GROUP INC.

BD
CRD#: 35622
NEW YORK, NY
Past

June 22, 1995 - January 30, 1996

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

February 21, 1995 - June 29, 1995

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

December 5, 1994 - January 23, 1995

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

July 31, 1993 - November 29, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 3, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
New Jersey
(5/11/2023)
RR
New York
(5/11/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 12/15/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/31/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MG
MD GLOBAL PARTNERS, LLC
BLACK CAPITAL PARTNERS, LLC | MD GLOBAL PARTNERS, LLC | MAY DAVIS PARTNERS, LLC

CRD#: 140988 / SEC#: , 8-67356

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

Main Address
329 E. 63rd St. Apt 3j, New York, NY 10065
Mailing Address
329 E. 63rd St. Apt 3j, New York, NY 10065
Phone number
(917) 881-3636
Established
Delaware since 11/21/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 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#
MAY, OWEN ARTHURCEO, MEMBER1404710
COY, WAYNE MICHAELCCO1665279
MILLER, JOHN STEVENSONFINOP2139980

Disclosures

Regulatory Event3

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

MD GLOBAL PARTNERS, LLC

CRD#: 140988New York, NY 10065

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