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Brian A. George

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CRD#: 2525268
BG

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.

Brian Alexander George was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1998. Brian had worked at 5 firms and has passed the Series 65, 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

August 28, 2009 - October 14, 2021

BONDWIRE

RIA
CRD#: 148710
MIAMI, FL
Past

July 31, 2007 - November 16, 2007

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
FORT LAUDERDALE, FL
Past

October 8, 2003 - July 20, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
MIAMI, FL
Past

June 26, 2003 - July 20, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
MIAMI, FL
Past

July 24, 2002 - June 26, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI , FL
Past

July 22, 2002 - June 26, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 22, 1998 - August 2, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CORAL GABLES, FL
Past

May 21, 1998 - August 2, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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: 3/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BO
BONDWIRE
BONDWIRE | CARIBBEAN & LATIN AMERICAN SECURITIES, LLC

CRD#: 148710 / SEC#:

Florida
Registered Investment Advisory firm - (8/28/2009 Approved)
Texas
Registered Investment Advisory firm - (8/20/2015 Conditional Restricted)
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Contact information


Main Address
2645 Executive Park Drive Suite 402, Weston, FL 33331
Mailing Address
Phone number
(754) 206-0011
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts262
AUM (Assets Under Management)$ 64,251,197

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


BONDWIRE

CRD#: 148710

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