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KG

Kenneth R. George

ARROW INVESTMENTS
Rye Brook, NY 10573
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CRD#: 2643369
KG

Professional summary


Kenneth Ronald George, who also goes by Ken George, is a registered financial professional currently at ARROW INVESTMENTS, INC. located in Rye Brook, New York and YORK STOCKBROKERS, INC. located in New York, New York.

Kenneth is registered as a RR (Registered Representative) and started their career in finance in 1995. Kenneth has worked at 142 firms and has passed the Series 63, SIE, Series 99TO and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken George

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 Kenneth Ronald George'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

December 21, 1998 - Present

ARROW INVESTMENTS, INC.

Office #1: 111 South Ridge Street Suite 201, Rye Brook, NY 10573
BD
CRD#: 45936
Rye Brook, NY
Current

April 26, 2004 - Present

YORK STOCKBROKERS, INC.

Office #1: 477 Madison Avenue Suite 643, New York, NY 10022Office #2: 477 Madison Avenue, Suite 643, New York, NY 10022
BD
CRD#: 102740
NEW YORK, NY
Current

July 27, 2004 - Present

INNER CIRCLE SPORTS LLC

Office #1: 3013 Yamato Road Suite B12-339, Boca Raton, FL 33434
BD
CRD#: 127772
BOCA RATON, FL
Current

March 2, 2005 - Present

SYNERGY CAPITAL I, LLC

Office #1: 40 Fulton Street, New York, NY 10038
BD
CRD#: 47965
New York, NY
Current

July 26, 2005 - Present

GFG SECURITIES, LLC

Office #1: 701 Brickell Avenue Suite 1400, Miami, FL 33131
BD
CRD#: 132602
Miami, FL
Current

January 11, 2006 - Present

ALBRIGHT SECURITIES LLC

Office #1: 1101 Wilson Blvd. 6th Floor, Arlington, VA 22209
BD
CRD#: 136630
Arlington, VA
Current

January 13, 2006 - Present

CONNING INVESTMENT PRODUCTS, INC.

Office #1: One Financial Plaza 755 Main Street, Hartford, CT 06103-2627
RIA
BD
CRD#: 120387
Hartford, CT
Current

June 8, 2007 - Present

PINNACLE INVESTMENTS, LLC

Office #1: 5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057
RIA
BD
CRD#: 142910
East Syracuse, NY
Current

March 12, 2010 - Present

NEW CENTURY CAPITAL PARTNERS, INC.

Office #1: 1707 Glendon Avenue Suite 3, Los Angeles, CA 90024
BD
CRD#: 147071
Los Angeles, CA
Current

April 26, 2010 - Present

VELOCITYHEALTH SECURITIES, INC.

Office #1: 95 White Bridge Road Suite 409, Nashville, TN 37205
BD
CRD#: 134616
Nashville, TN
Current

October 24, 2012 - Present

FORTREND SECURITIES, INC.

Office #1: Level 50 525 Collins Street, Melbourne, Vic, 3000
BD
CRD#: 32949
Melbourne, Vic,
Current

March 11, 2013 - Present

NORTHERN EDGE CAPITAL ADVISORS LLC

Office #1: 747 Third Ave. 27th Floor, New York, NY 10017
BD
CRD#: 151615
New York, NY
Current

May 1, 2013 - Present

SOMERSET SECURITIES, INC.

Office #1: 4600 S Kelly Ave, Portland, OR 97239
BD
CRD#: 2493
Portland, OR
Current

March 11, 2014 - Present

BFINANCE US LTD.

Office #1: 2nd Floor 36 Queen Street, London, EC4R 1BN
RIA
BD
CRD#: 159903
London,
Current

March 21, 2014 - Present

FITZGIBBON TOIGO & CO. LLC

Office #1: 76 Worcester Drive, Wayne, NJ 07470
BD
CRD#: 122142
Wayne, NJ
Current

February 27, 2015 - Present

WALTON RE SECURITIES, LLC

Office #1: 8800 N Gainey Center Drive Suite 345, Scottsdale, AZ 85258
BD
CRD#: 172024
Scottsdale, AZ
Current

April 14, 2015 - Present

CABRILLO BROKER, L.L.C

Office #1: C/o Gursey Schneider 16633 Ventura Blvd. Suite 1320, Encino, CA 91436
BD
CRD#: 142185
ENCINO, CA
Current

July 27, 2016 - Present

TOPCAP PARTNERS, INC.

Office #1: 63 Main Street, Suite 202, Southampton, NY 11968
BD
CRD#: 283457
Southampton, NY
Current

July 28, 2016 - Present

ARKONIS CAPITAL LLC

Office #1: 7600 Jericho Turnpike, Suite 304, Woodbury, NY 11791
BD
CRD#: 147798
Woodbury, NY
Current

February 3, 2017 - Present

SHINHAN SECURITIES AMERICA, INC.

Office #1: 750 7th Avenue Suite 2602, New York, NY 10019
BD
CRD#: 31977
New York, NY
Current

August 25, 2017 - Present

MONTMINY SECURITIES, LLC

Office #1: 201 Santa Monica Blvd Suite 480, Santa Monica, CA 90401
BD
CRD#: 158368
Santa Monica, CA
Current

March 22, 2018 - Present

CMG SECURITIES LLC

Office #1: 3160 Crow Canyon Road Suite 404, San Ramon, CA 94583
BD
CRD#: 289090
SAN RAMON, CA
Current

September 11, 2019 - Present

ALKALI PARTNERS, LLC.

Office #1: 500 Sw 116th Ave., Suite 273, Beaverton, OR 97229
BD
CRD#: 299064
Beaverton, OR
Current

March 6, 2020 - Present

JWTT INC.

Office #1: 19980 Jw Brown Rd, Bend, OR 97703
BD
CRD#: 299410
Bend, OR
Current

May 4, 2021 - Present

IF SECURITIES LLC

Office #1: 899 W. Cypress Creek 7th Floor, Fort Lauderdale, FL 33309
BD
CRD#: 306092
FORT LAUDERDALE, FL
Current

October 18, 2021 - Present

BHA SELECT NETWORK, LLC

Office #1: 1 Lincoln Street 29th Floor, Boston, MA 02111
BD
CRD#: 168883
BOSTON, MA
Current

October 22, 2021 - Present

ADELPHI STOCK BROKERS

Office #1: 40 Cornwall Lane, Sands Point, NY 11050
BD
CRD#: 309048
Sands Point, NY
Current

May 17, 2022 - Present

AMA SECURITIES LLC

Office #1: 484 Pacific Street 3rd Floor, Stamford, CT 06902
BD
CRD#: 45988
Stamford, CT
Current

June 6, 2022 - Present

MARV CAPITAL INC.

Office #1: 1 West End Avenue Suite 11d, New York, NY 10023
BD
CRD#: 104390
New York, NY
Current

August 7, 2022 - Present

JAVCAP SECURITIES LLC

Office #1: 420 Lexington Avenue Suite 1810, New York, NY 10170
BD
CRD#: 142174
New York, NY
Current

September 29, 2022 - Present

IAFF-FC INVESTMENTS LLC

BD
CRD#: 318120
Staten Island, NY
Current

May 2, 2023 - Present

PRESIDENT STREET GLOBAL, LLC

Office #1: 34 Shrewsbury Ave., Red Bank, NJ 07701
BD
CRD#: 318377
Red Bank, NJ
Current

October 21, 2024 - Present

IWPF SECURITIES LLC

Office #1: 429 Lenox Avenue Suite 416, Miami Beach, FL 33139
BD
CRD#: 328645
MIAMI BEACH, FL
Current

December 17, 2024 - Present

BLV SECURITIES

Office #1: 2 Forest Avenue Suite 400, Oradell, NJ 07649
BD
CRD#: 35205
ORADELL, NJ
Current

July 1, 2025 - Present

VELERITY GROUP, INC.

BD
CRD#: 42869
Great Falls , VA
Past

June 6, 2024 - December 9, 2024

INX SECURITIES, LLC

BD
CRD#: 162182
HOLLAND, PA
Past

May 16, 2024 - April 8, 2025

JEGI LLC

BD
CRD#: 134887
NEW YORK, NY
Past

February 9, 2024 - November 7, 2024

POLYSIGN CAPITAL LLC

BD
CRD#: 317111
GULF BREEZE, FL
Past

March 16, 2021 - June 16, 2021

USTOCKTRADE SECURITIES, INC.

BD
CRD#: 16208
NEWTON, MA
Past

September 10, 2020 - June 29, 2022

SAN BLAS SECURITIES LLC

BD
CRD#: 290605
CHICAGO, IL
Past

January 23, 2020 - July 23, 2021

ICV GROUP, INC.

BD
CRD#: 294024
New York, NY
Past

February 10, 2019 - February 5, 2024

TGP SECURITIES, INC.

BD
CRD#: 159008
SUMMIT, NJ
Past

January 30, 2019 - December 9, 2019

PARKSIDE SECURITIES, INC.

BD
CRD#: 288004
San Francisco, CA
Past

March 7, 2017 - February 1, 2024

SEQUOIA INVESTMENTS, INC.

BD
CRD#: 39341
ROSWELL, GA
Past

January 4, 2017 - September 29, 2017

GLOBAL DIRECT EQUITIES, LLC

BD
CRD#: 124514
NEW YORK, NY
Past

December 19, 2016 - March 1, 2018

GREYWOLF EXECUTION PARTNERS, INC.

BD
CRD#: 147790
NEW YORK, NY
Past

December 15, 2016 - October 31, 2017

VERITAS SECURITIES CORP.

BD
CRD#: 46895
NEW YORK, NY
Past

October 29, 2016 - March 15, 2024

CONOVER SECURITIES CORPORATION

BD
CRD#: 17129
BELLEVUE, WA
Past

May 12, 2016 - October 11, 2019

CCA CAPITAL LLC

BD
CRD#: 154837
BOSTON, MA
Past

November 20, 2015 - April 3, 2019

FLYING CLOUD SECURITIES LLC

BD
CRD#: 167621
SAN FRANCISCO, CA
Past

January 19, 2015 - July 29, 2016

EAGLEVIEW SECURITIES, INC

BD
CRD#: 170008
DOYLESTOWN, PA
Past

October 15, 2014 - April 27, 2015

CLARK DODGE & CO., INC.

BD
CRD#: 23288
WHITE PLAINS, NY
Past

September 19, 2014 - January 2, 2018

PT SECURITIES, LLC

BD
CRD#: 169662
ANCHORAGE, AK
Past

June 30, 2014 - June 24, 2015

ASG SECURITIES, INC.

BD
CRD#: 44534
FT. LAUDERDALE, FL
Past

January 31, 2014 - August 30, 2016

TOP CAPITAL ADVISORS, INC.

BD
CRD#: 166881
INGLEWOOD, CA
Past

January 8, 2013 - January 16, 2020

SCOTTSDALE CAPITAL ADVISORS CORP

BD
CRD#: 118786
SCOTTSDALE AZ, AZ
Past

December 14, 2012 - August 1, 2013

HAZARD & SIEGEL, INC.

BD
CRD#: 2048
DEWITT, NY
Past

October 9, 2012 - October 31, 2013

KEISER ANALYTICS

BD
CRD#: 156379
NEW YORK, NY
Past

April 17, 2012 - February 11, 2013

RMJB, INC.

BD
CRD#: 109886
BLOOMINGTON, MN
Past

April 4, 2012 - July 2, 2012

MIRAE ASSET SECURITIES (USA) INC.

BD
CRD#: 30679
NEW YORK, NY
Past

January 25, 2012 - July 3, 2012

3 BRIDGES SECURITIES

BD
CRD#: 2474
NEW YORK, NY
Past

June 21, 2011 - August 12, 2013

POTOMAC SECURITIES, LLC

BD
CRD#: 144443
MCLEAN, VA
Past

April 19, 2011 - July 1, 2016

AVIATE GLOBAL (US) LLP

BD
CRD#: 151430
LONDON,
Past

December 23, 2010 - February 5, 2021

DAK CAPITAL, LLC

BD
CRD#: 145887
ROCHELLE PARK, NJ
Past

November 1, 2010 - January 3, 2013

CIMAS, LLC

BD
CRD#: 132263
ALBANY, NY
Past

August 9, 2010 - March 25, 2013

BRIMBERG & CO.

BD
CRD#: 1315
NEW YORK, NY
Past

July 14, 2010 - November 12, 2019

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

February 10, 2010 - July 6, 2010

KCD FINANCIAL, INC.

BD
CRD#: 127473
GREEN BAY, WI
Past

November 24, 2009 - October 30, 2012

HARBOR LIGHT SECURITIES, LLC

BD
CRD#: 130227
TAMPA, FL
Past

September 22, 2009 - May 31, 2011

BLINKBOX, LTD.

BD
CRD#: 150491
AUSTIN, TX
Past

March 26, 2009 - December 18, 2015

BRIDGE 1 ADVISORS, LLC

BD
CRD#: 147081
ROWAYTON, CT
Past

February 10, 2009 - November 3, 2010

MAKO USA LLP

BD
CRD#: 148153
LONDON,
Past

October 31, 2008 - November 19, 2009

GONOW SECURITIES, INC.

BD
CRD#: 104020
LOS ANGELES, CA
Past

July 31, 2008 - February 28, 2018

BULGER PARTNERS, LLC

BD
CRD#: 146235
Boston, MA
Past

July 9, 2008 - November 4, 2008

GUGGENHEIM LIQUIDITY SERVICES, LLC

BD
CRD#: 141697
NEW YORK, NY
Past

June 5, 2008 - February 27, 2009

CHADBOURN SECURITIES, INC.

BD
CRD#: 39439
HILTON HEAD ISLAND, SC
Past

May 1, 2008 - September 10, 2013

ASG SECURITIES, INC.

BD
CRD#: 44534
FT. LAUDERDALE, FL
Past

February 1, 2008 - April 27, 2010

GCC-PROSPECT CORPORATION

BD
CRD#: 124728
MCLEAN, VA
Past

January 7, 2008 - November 29, 2018

JPM ADVISORS, LLC

BD
CRD#: 144825
DOVER, MA
Past

November 21, 2007 - October 21, 2008

TOUCHPOINT SECURITIES CORP.

BD
CRD#: 137224
NORWALK, CT
Past

August 20, 2007 - March 1, 2010

ARJENT CAPITAL MARKETS LLC

BD
CRD#: 143865
BOULDER, CO
Past

August 7, 2007 - September 13, 2013

NAVIGATE ADVISORS

BD
CRD#: 128143
STAMFORD, CT
Past

July 2, 2007 - November 13, 2014

SOLEBURY CAPITAL LLC

BD
CRD#: 143299
NEW HOPE, PA
Past

June 6, 2007 - February 15, 2011

GALEN CORPORATION SECURITIES, INC

BD
CRD#: 142977
FAIRFAX, VA
Past

May 1, 2007 - May 4, 2010

F G MARKETS, INC.

BD
CRD#: 104274
NEW YORK, NY
Past

April 12, 2007 - November 29, 2007

ALTA CAPITAL GROUP, LLC

BD
CRD#: 136618
CHICAGO, IL
Past

March 5, 2007 - June 18, 2008

PICKWICK CAPITAL PARTNERS, LLC

BD
CRD#: 130672
WHITE PLAINS, NY
Past

February 22, 2007 - January 12, 2015

VETUS SECURITIES LLC

BD
CRD#: 141962
CLEVELAND, OH
Past

December 4, 2006 - January 9, 2008

QUANTUM SECURITIES, INC.

BD
CRD#: 130224
BOCA RATON, FL
Past

August 3, 2006 - August 8, 2006

PARADIGM CAPITAL MARKETS LLC

BD
CRD#: 139175
BOULDER, CO
Past

June 6, 2006 - July 30, 2012

SHINHAN SECURITIES AMERICA, INC.

BD
CRD#: 31977
NEW YORK, NY
Past

May 19, 2006 - April 17, 2018

BEACON HILL FINANCIAL CORPORATION

BD
CRD#: 14850
BOSTON, MA
Past

March 20, 2006 - January 30, 2007

REINOSO & COMPANY, INCORPORATED

BD
CRD#: 17301
NEW YORK, NY
Past

December 15, 2005 - March 7, 2012

A.L. WATERS CAPITAL, LLC

BD
CRD#: 135419
BRAINTREE, MA
Past

December 14, 2005 - June 8, 2021

TEMPER OF THE TIMES INVESTOR SERVICES, INC.

BD
CRD#: 39753
HARRISON, NY
Past

November 29, 2005 - August 7, 2006

M&A CAPITAL ADVISERS, LLC

BD
CRD#: 129498
LAS VEGAS, NV
Past

September 1, 2005 - June 19, 2007

JEGI LLC

BD
CRD#: 134887
NEW YORK, NY
Past

May 31, 2005 - December 31, 2013

HARVEST CAPITAL LLC

BD
CRD#: 35723
WETHERSFIELD, CT
Past

April 5, 2005 - December 31, 2006

ITB SECURITIES, LLC

BD
CRD#: 132665
NEW YORK, NY
Past

February 1, 2005 - April 20, 2006

QUANTUM SECURITIES, INC.

BD
CRD#: 130224
BOCA RATON, FL
Past

January 13, 2005 - January 31, 2019

CAPSTONE PARTNERS

BD
CRD#: 132185
BOSTON, MA
Past

October 14, 2004 - June 24, 2015

THE REID GROUP LLC

BD
CRD#: 130448
NEW YORK, NY
Past

October 1, 2004 - September 5, 2006

BOSTON CAPITAL SECURITIES, INC.

BD
CRD#: 14611
BOSTON, MA
Past

September 7, 2004 - March 30, 2007

HAMERSLEY PARTNERS LLC

BD
CRD#: 131134
BOSTON, MA
Past

August 13, 2004 - May 17, 2007

GRIFFIN, MILLS & LONG, LLC

BD
CRD#: 47778
SAN DIEGO, CA
Past

June 15, 2004 - February 28, 2011

MAKO FINANCIAL MARKETS, LLC

BD
CRD#: 117476
NEW YORK, NY
Past

June 10, 2004 - February 14, 2006

HUDSON CASTLE SECURITIES INC.

BD
CRD#: 130142
NEW YORK, NY
Past

May 7, 2004 - June 27, 2007

BARNETT & PARTNERS ADVISORS, LLC

BD
CRD#: 129373
NEW YORK, NY
Past

April 20, 2004 - June 10, 2019

WALLER CAPITAL SECURITIES LLC

BD
CRD#: 127734
NEW YORK, NY
Past

March 15, 2004 - May 28, 2010

ELIASON FINANCIAL GROUP, LLC

BD
CRD#: 130144
ST. GERMAIN, WI
Past

March 5, 2004 - February 11, 2005

WEALTHSENSE SECURITIES LLC

BD
CRD#: 44709
ANDOVER, MA
Past

February 25, 2004 - September 28, 2005

M&A CAPITAL ADVISERS, LLC

BD
CRD#: 129498
LAS VEGAS, NV
Past

February 24, 2004 - August 9, 2017

GFA SECURITIES, LLC

BD
CRD#: 128568
NEW YORK, NY
Past

January 8, 2004 - August 1, 2005

RUCKER CAPITAL PARTNERS, LLC

BD
CRD#: 128045
PERRINEVILLE, NJ
Past

January 2, 2004 - January 5, 2007

NAVIGATE ADVISORS

BD
CRD#: 128143
STAMFORD, CT
Past

November 7, 2003 - October 4, 2010

DAS FINANCIAL SERVICES, INC.

BD
CRD#: 127038
WEST CONSHOHOCKEN, PA
Past

August 28, 2003 - April 10, 2006

BLACK POINT PARTNERS, INC.

BD
CRD#: 126192
BEVERLY, MA
Past

August 11, 2003 - February 18, 2022

PORTICO CAPITAL ADVISORS LLC

BD
CRD#: 125865
GREENWICH, CT
Past

May 21, 2003 - September 27, 2019

BARRETTO SECURITIES INC

BD
CRD#: 113334
VANCOUVER,
Past

July 2, 2002 - August 26, 2004

AMERIMUTUAL FUNDS DISTRIBUTOR, INC.

BD
CRD#: 47661
STAMFORD, CT
Past

November 15, 2001 - September 8, 2008

FIREFLY CAPITAL, INC.

BD
CRD#: 113312
BOSTON, MA
Past

October 30, 2001 - September 18, 2002

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

August 14, 2001 - October 16, 2014

CAPITAL PATH SECURITIES, LLC

BD
CRD#: 104363
MIDDLE ISLAND, NY
Past

March 21, 2001 - April 14, 2005

GOWELL SECURITIES CORPORATION

BD
CRD#: 3501
BOSTON, MA
Past

March 9, 2001 - February 28, 2003

PITTSFORD CAPITAL MARKETS, INC

BD
CRD#: 36406
PITTSFORD, NY
Past

February 28, 2001 - June 5, 2001

LABRANCHE STRUCTURED PRODUCTS DIRECT

BD
CRD#: 45821
NEW YORK, NY
Past

November 17, 2000 - August 7, 2017

RDM INVESTMENT SERVICES, LLC

BD
CRD#: 104266
WESTPORT, CT
Past

September 25, 2000 - January 28, 2005

BACK BAY CAPITAL, INC.

BD
CRD#: 22824
SAN DIEGO, CA
Past

September 15, 2000 - October 14, 2010

GLOBAL TRADING GROUP, INC.

BD
CRD#: 103927
BRONX, NY
Past

August 29, 2000 - January 22, 2001

VCVILLAGE.COM SECURITIES, INC.

BD
CRD#: 103850
NEW YORK, NY
Past

February 23, 2000 - April 18, 2000

BROKERAGEAMERICA, LLC

BD
CRD#: 47966
NEW YORK, NY
Past

January 24, 2000 - December 31, 2013

FIVE STAR INVESTMENT SERVICES, INC.

BD
CRD#: 101840
WARSAW, NY
Past

December 6, 1999 - September 20, 2000

UNITED EQUITY SECURITIES, LLC

BD
CRD#: 47261
HUSTON, TX
Past

November 15, 1999 - March 14, 2003

PENN FINANCIAL GROUP, INC.

BD
CRD#: 47787
JENKINTOWN, PA
Past

September 14, 1999 - February 9, 2007

RETIREMENT RESOURCES INVESTMENT CORPORATION

BD
CRD#: 47723
PEABODY, MA
Past

September 9, 1999 - November 16, 2000

ADAMSON BROTHERS INC.

BD
CRD#: 46684
ROCHELLE PARK, NJ
Past

August 3, 1999 - January 7, 2000

BLACK DIAMOND SECURITIES, LLC

BD
CRD#: 38418
COS COB, CT
Past

December 18, 1998 - August 20, 2007

DEERFIELD PARTNERS, LLC

BD
CRD#: 44064
BOSTON, MA
Past

December 11, 1998 - July 27, 2001

BETHANY FINANCIAL ADVISORY, INC.

BD
CRD#: 45545
WARREN, OH
Past

October 23, 1998 - October 8, 1999

FRG SECURITIES, LLC

BD
CRD#: 44845
NEW YORK, NY
Past

December 17, 1997 - January 29, 1999

BURLINGTON CAPITAL MARKETS INC.

BD
CRD#: 26991
NEW YORK, NY
Past

October 10, 1997 - June 22, 1998

NATIONAL BANK OF CANADA FINANCIAL INC.

BD
CRD#: 22698
NEW YORK, NY
Past

May 9, 1997 - July 21, 2000

MECHANICS INVESTMENT SERVICES, INC.

BD
CRD#: 42738
HARTFORD, CT
Past

May 30, 1996 - June 27, 2007

PINNACLE INVESTMENTS, INC.

BD
CRD#: 40686
EAST SYRACUSE, NY
Past

May 29, 1996 - June 24, 1997

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BOSTON, MA
Past

April 18, 1996 - March 17, 2005

STONEBRIDGE ASSOCIATES, LLC

BD
CRD#: 40416
BOSTON, MA
Past

February 29, 1996 - July 28, 1998

FIRST PROVIDENCE FINANCIAL GROUP, LLC

BD
CRD#: 39469
Past

February 28, 1996 - July 28, 1998

FIRST PROVIDENCE FINANCIAL GROUP, LLC

BD
CRD#: 39469
PORT WASHINGTON, NY
Past

August 9, 1995 - November 17, 1995

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO

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: 11/18/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VG
VELERITY GROUP, INC.
CAROLINA SECURITIES, INC. | VELERITY GROUP, INC. | VELERITY GROUP

CRD#: 42869 / SEC#: , 8-50043

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


Main Address
10431 New Ascot Drive, Great Falls, VA 22066
Mailing Address
10431 New Ascot Drive, Great Falls, VA 22066
Phone number
(703) 383-4330
Established
North Carolina since 01/22/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THREE OAKS HOLDING, LLC100% OWNER OF APPLICANT
ALI, MIR ZULFEKARCEO, CCO AND INDIRECT OWNER2582036
GEORGE, KENNETH RONALDFINOP, PFO, POO2643369

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.

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Company Information


VELERITY GROUP, INC.

CRD#: 42869Rye Brook, NY 10573

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IAR
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