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George W. Goldman

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CRD#: 2973785
GG

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 Webster Goldman, who also goes by George Goldman, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1998. George had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Goldman

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

May 24, 2006 - August 26, 2016

OTR GLOBAL TRADING LLC

BD
CRD#: 138116
PURCHASE, NY
Past

May 6, 2003 - August 26, 2016

OTR GLOBAL LLC

RIA
CRD#: 123809
SAN FRANCISCO, CA
Past

April 15, 1999 - December 31, 2008

OTA LLC

BD
CRD#: 25816
PURCHASE, NY
Past

January 7, 1998 - March 17, 1998

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL

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: 1/5/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OG
OTR GLOBAL TRADING LLC
OFF THE RECORD TRADING LLC | OTR GLOBAL TRADING LLC | OTR

CRD#: 138116 / SEC#: , 8-67147

BD
Terminated by SEC on 08/05/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/15/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HICKEY, THOMASCHIEF COMPLIANCE OFFICER6462368

Disclosures


Regulatory Event2

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


OTR GLOBAL TRADING LLC

CRD#: 138116

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