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GS

George Somkin

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CRD#: 430525
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 Somkin was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1969. George had worked at 11 firms and has passed the Series 63, PC, Series 1 and Series 00 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

March 5, 2004 - January 23, 2008

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

January 2, 2002 - December 31, 2003

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

October 25, 1991 - January 2, 2002

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

December 16, 1988 - October 23, 1991

JJC SECURITIES CO., INC.

BD
CRD#: 3144
Past

April 19, 1979 - December 3, 1988

EVANS & CO., INC.

BD
CRD#: 268
Past

December 15, 1975 - April 25, 1977

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

October 14, 1975 - June 7, 1976

JAS. H. OLIPHANT & CO., INC.

BD
CRD#: 464
Past

April 24, 1975 - November 14, 1975

J. H. KERN & CO.

BD
CRD#: 5811
Past

November 9, 1972 - May 7, 1974

FERKAUF ROGGEN INCORPORATED

BD
CRD#: 1000007
Past

January 25, 1972 - November 10, 1972

POHS, LEVY & CO.

BD
CRD#: 5783
Past

November 3, 1969 - May 15, 1972

M G M SECURITIES INC

BD
CRD#: 1000005

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: 12/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 8/21/1978
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 6/26/1967
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 10/26/1969
General Securities Principal Examination

Current Firm


WA
WESTROCK ADVISORS, INC.
WESTROCK ADVISORS, INC.

CRD#: 114338 / SEC#: , 8-53419

BD
Terminated by SEC on 08/07/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 08/30/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WESTROCK GROUP INCSHH
DINATALE, ELIZABETH ANNEFINOP1960549
HUNTER, DONALD HORTON JRPRESIDENT1849030
LEVINE, JOAN DOLORESCOO207124
SHAPIRO, ANDREW JAYCHIEF COMPLIANCE OFFICER, ROSFP1104658

Disclosures


Regulatory Event13
Arbitration9

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


WESTROCK ADVISORS, INC.

CRD#: 114338

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