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GH

George R. Hoover

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CRD#: 249770
GH

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 Robert Hoover was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1968. George had worked at 12 firms and has passed the Series 65, Series 63, Series 15, PC, Series 000 and Series 1 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

June 7, 2006 - November 13, 2006

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
CARDIFF BY THE SEA, CA
Past

May 5, 2006 - December 31, 2016

TORREY GROWTH & INCOME ADVISORS, LLC

RIA
CRD#: 139940
CARDIFF BY THE SEA, CA
Past

November 27, 2000 - May 12, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
RANCHO SANTA FE, CA
Past

November 16, 2000 - May 12, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
RANCHO SANTA FE, CA
Past

September 12, 1995 - November 20, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

May 18, 1989 - September 22, 1995

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

September 16, 1977 - December 23, 1983

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

February 18, 1976 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66
Past

February 15, 1973 - February 28, 1976

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488
Past

April 30, 1968 - March 23, 1973

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

April 26, 1968 - June 6, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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: 5/12/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 8/7/1987
Foreign Currency Options Examination
General Industry/Product Exam
RR
PC
Date: 6/13/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 4/26/1968
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 4/26/1968
Registered Representative Examination

Current Firm


PK
PURSHE KAPLAN STERLING INVESTMENTS
PURSHE KAPLAN STERLING INVESTMENTS | SARATOGA 21ST, LTD. | PURSHE KAPLAN STERLING INVESTMENTS, INC.

CRD#: 35747 / SEC#: , 8-46844

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


Main Address
80 State Street, Albany, NY 12207
Mailing Address
80 State Street, Albany, NY 12207
Phone number
(518) 436-3536
Established
New York since 12/16/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 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#
PKS HOLDINGS, LLCHOLDING CO.
BOHLEY, TRACEY LEACHIEF FINANCIAL OFFICER4826937
FLOUTON, KATHERINE MARIEPRESIDENT4405001
KVAM, PETER DAVIDCHIEF COMPLIANCE OFFICER4301918
MOTTA, CHRISTOPHER JOHNCOO2741133
PURCELL, JOHN PETERC.E.O.1664678

Disclosures


Regulatory Event11
Arbitration2

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


PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

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