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GS

George E. Sledge

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CRD#: 426295
GS

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 Erwin Sledge JR was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1967. George had worked at 13 firms and has passed the Series 1, Series 24 and Series 4 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

June 22, 1993 - December 21, 1994

POST OAK CAPITAL, INC.

BD
CRD#: 21672
Past

April 2, 1992 - December 22, 1992

RETIREMENT INVESTMENT GROUP

BD
CRD#: 7421
HOUSTON, TX
Past

July 28, 1988 - November 8, 1989

RETIREMENT INVESTMENT GROUP

BD
CRD#: 7421
HOUSTON, TX
Past

November 19, 1985 - July 11, 1986

TAYLOR LOEB & CO., INC.

BD
CRD#: 10682
Past

August 1, 1985 - September 19, 1985

SUNSTRAND SECURITIES CORPORATION, INC.

BD
CRD#: 8374
Past

October 12, 1984 - July 5, 1985

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

March 27, 1984 - October 3, 1984

FIRST HOUSTONIAN SECURITIES, INC.

BD
CRD#: 7762
Past

December 14, 1982 - October 3, 1984

CAPITAL QUEST SECURITIES, INC.

BD
CRD#: 10786
Past

May 20, 1982 - January 17, 1983

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
Past

March 10, 1978 - January 18, 1982

PERSHING LLC

BD
CRD#: 7560
Past

February 24, 1978 - March 10, 1978

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

BD
CRD#: 7554
Past

February 23, 1977 - February 24, 1978

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

BD
CRD#: 6458
Past

March 29, 1974 - March 1, 1977

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

June 26, 1973 - January 21, 1974

DATAQUEST, INCORPORATED

BD
CRD#: 6493
Past

July 13, 1967 - March 29, 1974

FIRST OF TEXAS, INCORPORATED

BD
CRD#: 312

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: 5/27/1958
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


PO
POST OAK CAPITAL, INC.
GORDON FINANCIAL | POST OAK CAPITAL, INC. | LLOYD GORDON SECURITY INVESTMENTS, INC.

CRD#: 21672 / SEC#: , 8-39137

BD
Terminated by SEC on 02/05/1995
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 05/03/1988
Firm type
Corporation
Fiscal year end
May
# of Employees

Documents


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


POST OAK CAPITAL, INC.

CRD#: 21672

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