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GR

George W. Robbins

WEALTHFORGE SECURITIES
Richmond, VA 23230
Some features on this profile are disabled
CRD#: 2440106
GR

Professional summary


George William Robbins IV, who also goes by Bill Robbins IV, George William Robbins, is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia and WEALTHFORGE DISTRIBUTORS, LLC located in Richmond, Virginia.

George is registered as a RR (Registered Representative) and started their career in finance in 1994. George has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Robbins Iv | George William Robbins

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 William Robbins IV's 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

June 21, 2016 - Present

WEALTHFORGE SECURITIES, LLC

Office #1: 3015 W Moore Street Suite 102, Richmond, VA 23230
BD
CRD#: 152550
Richmond, VA
Current

March 12, 2025 - Present

WEALTHFORGE DISTRIBUTORS, LLC

Office #1: 3015 W. Moore St. Suite 102, Richmond, VA 23230Office #2: 3015 W. Moore St. Suite 102, Richmond, VA 23230
BD
CRD#: 330314
Richmond, VA
Past

August 27, 2012 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RICHMOND, VA
Past

June 13, 2007 - December 17, 2015

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

January 19, 2006 - October 30, 2007

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RICHMOND, VA
Past

April 9, 2003 - January 5, 2006

FIRST CLEARING, LLC

BD
CRD#: 17344
ST. LOUIS, MO
Past

October 1, 1999 - August 19, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 22, 1994 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC

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
California
(4/29/2025)
RR
Indiana
(5/13/2025)
RR
South Dakota
(4/28/2025)
RR
Virginia
(6/21/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 3/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WD
WEALTHFORGE DISTRIBUTORS, LLC
WEALTHFORGE DISTRIBUTORS, LLC

CRD#: 330314 / SEC#: , 8-71216

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


Main Address
3015 W. Moore St. Suite 102, Richmond, VA 23230
Mailing Address
3015 W. Moore St. Suite 102, Richmond, VA 23230
Phone number
(804) 956-3365
Established
Virginia since 10/03/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
WEALTHFORGE HOLDINGS, INCPARENT
ARLES, DONNA DIPIETROCFO, POO, PFO6489389
RAPER, JAMES LEROY JRCCO, COO5721253
ROBBINS, GEORGE WILLIAM IVCEO2440106

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


WEALTHFORGE DISTRIBUTORS, LLC

CRD#: 330314Richmond, VA 23230

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