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George M. Conner

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CRD#: 2881411
GC

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 Mathis Conner was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 2005. George had worked at 3 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.
NAME: AMP VENTURES LLC INVESTMENT RELATED: YES ADDRESS: 2028 BUFFALO TERRACE, HOUSTON, TX POSITION: CONSULTANT RELATIONSHIP: CONSULTANT HRS/MO: 160 HRS DURING TRADING HRS: 8 DUTIES: IDENTIFY OPPORTUNITIES, DEVELOP STRATEGIES, DEVELOP RELATIONSHIPS, PROVIDE CONSULTING, DEVELOP FINANCIAL MODELS, PERFORM BUSINESS VALUATIONS, NEGOTIATE BUSINESS AGREEMENTS

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

December 6, 2022 - December 31, 2023

CONNER MANAGEMENT GROUP, LLC

RIA
CRD#: 170063
PEARLAND, TX
Past

January 12, 2021 - December 31, 2021

CONNER MANAGEMENT GROUP, LLC

RIA
CRD#: 170063
PEARLAND, TX
Past

February 19, 2019 - December 31, 2019

CONNER MANAGEMENT GROUP, LLC

RIA
CRD#: 170063
PEARLAND, TX
Past

January 11, 2018 - December 31, 2018

CONNER MANAGEMENT GROUP, LLC

RIA
CRD#: 170063
PEARLAND, TX
Past

January 27, 2014 - December 31, 2017

CONNER MANAGEMENT GROUP, LLC

RIA
CRD#: 170063
PEARLAND, TX
Past

November 9, 2012 - June 7, 2013

POTOMAC CAPITAL MARKETS, LLC

BD
CRD#: 39800
MIDDLETOWN, MD
Past

August 29, 2005 - March 2, 2006

CHIRON INVESTMENTS, LLC

BD
CRD#: 133547
HOUSTON, TX

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: 8/6/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CM
CONNER MANAGEMENT GROUP, LLC
CONNER MANAGEMENT GROUP, LLC

CRD#: 170063 / SEC#:

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Contact information


Main Address
4501 Lakefront Terrace Drive, Pearland, TX 77584
Mailing Address
Phone number
(713) 818-0246
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


CONNER MANAGEMENT GROUP, LLC

CRD#: 170063

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