AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GM

George W. Moffitt

Some features on this profile are disabled
CRD#: 337566
GM

Professional summary


George Wilber Moffitt JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

George is a previously registered financial professional and started their career in finance in 1970. Prior to being barred, George had worked at 5 firms, which includes FIRST LIBERTY INVESTMENT GROUP INC., FIRST OF PHILADELPHIA INVESTMENT GROUP INC., D. H. WALLACH INC., HOPPER SOLIDAY & CO. INC., JOHNSON KEEN & CO INC.

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

December 8, 1993 - September 12, 2000

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

May 13, 1993 - December 15, 1993

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

BD
CRD#: 16201
Past

September 28, 1984 - May 27, 1993

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

October 17, 1983 - July 10, 1984

D. H. WALLACH, INC.

BD
CRD#: 2889
Past

November 16, 1971 - June 30, 1983

HOPPER SOLIDAY & CO., INC.

BD
CRD#: 409
Past

November 6, 1970 - November 9, 1972

JOHNSON KEEN & CO INC

BD
CRD#: 1000002

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


General Industry/Product Exam
RR
Series 1
Date: 6/21/1961
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


FL
FIRST LIBERTY INVESTMENT GROUP, INC.
FIRST LIBERTY INVESTMENT GROUP, INC. | LIBERTY INVESTMENT GROUP | LEON H. SULLIVAN, INC.

CRD#: 3536 / SEC#: , 8-6824

BD
Cancelled by SEC on 06/13/2003
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 08/11/1958
Firm type
Corporation
Fiscal year end
August
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FIRST COMMONWEALTH INV. GRPOWNER
EMINENTE, CHRISTIAN LUCIANOEXEC. VP2109308

Disclosures


Regulatory Event15
Arbitration10

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


FIRST LIBERTY INVESTMENT GROUP, INC.

CRD#: 3536

TRUST BUT VERIFY

Monitor George Moffitt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics