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BG

Bernard M. George

TORNADO
New York, NY 10016
Some features on this profile are disabled
CRD#: 4589805
BG

Professional summary


Bernard Muthian George, who also goes by Bernard M. George, is a registered financial professional currently at TORNADO located in New York, New York.

Bernard is registered as a RR (Registered Representative) and started their career in finance in 2002. Bernard has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 3 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bernard M. George

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) - BD


Click below to view Bernard Muthian George's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

August 1, 2016 - Present

TORNADO

Office #1: 135 Madison Ave 5th Floor, New York, NY 10016
BD
CRD#: 269966
New York, NY
Past

October 5, 2009 - January 18, 2011

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

May 1, 2007 - February 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 17, 2002 - June 16, 2006

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/6/2016)
RR
Alaska
(9/13/2016)
RR
Arizona
(8/23/2016)
RR
Arkansas
(9/15/2016)
RR
California
(8/9/2016)
RR
Colorado
(8/30/2016)
RR
Connecticut
(8/17/2016)
RR
Delaware
(9/6/2016)
RR
District of Columbia
(8/22/2016)
RR
Florida
(9/9/2016)
RR
Georgia
(8/19/2016)
RR
Hawaii
(9/26/2016)
RR
Idaho
(8/8/2016)
RR
Illinois
(8/31/2016)
RR
Indiana
(9/15/2016)
RR
Iowa
(8/8/2016)
RR
Kansas
(9/20/2016)
RR
Kentucky
(8/8/2016)
RR
Louisiana
(8/22/2016)
RR
Maine
(10/27/2016)
RR
Maryland
(8/23/2016)
RR
Massachusetts
(10/5/2016)
RR
Michigan
(8/16/2016)
RR
Minnesota
(11/22/2016)
RR
Mississippi
(8/11/2016)
RR
Missouri
(9/16/2016)
RR
Montana
(8/9/2016)
RR
Nebraska
(9/19/2016)
RR
Nevada
(8/10/2016)
RR
New Hampshire
(10/10/2016)
RR
New Jersey
(9/20/2016)
RR
New Mexico
(9/8/2016)
RR
New York
(8/1/2016)
RR
North Carolina
(8/10/2016)
RR
North Dakota
(9/16/2016)
RR
Ohio
(8/23/2016)
RR
Oklahoma
(8/17/2016)
RR
Oregon
(8/31/2016)
RR
Pennsylvania
(8/9/2016)
RR
Puerto Rico
(9/9/2016)
RR
Rhode Island
(8/8/2016)
RR
South Carolina
(8/15/2016)
RR
South Dakota
(8/8/2016)
RR
Tennessee
(8/26/2016)
RR
Texas
(10/28/2016)
RR
Utah
(8/8/2016)
RR
Vermont
(9/23/2016)
RR
Virgin Islands
(9/6/2016)
RR
Virginia
(8/9/2016)
RR
Washington
(8/19/2016)
RR
West Virginia
(9/20/2016)
RR
Wisconsin
(8/31/2016)
RR
Wyoming
(8/22/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 11/14/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


TO
TORNADO
NVSTR FINANCIAL LLC | TORNADO

CRD#: 269966 / SEC#: , 8-69642

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
135 Madison Ave 5th Floor, New York, NY 10016
Mailing Address
135 Madison Ave 5th Floor, New York, NY 10016
Phone number
(844) 466-8787
Established
Delaware since 04/21/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NVSTR TECHNOLOGIES INC.MEMBER
ABER, PATRICK JOHNSECRETARY, TREASURER, EXECUTIVE REP., OPTIONS PRINCIPAL6524706
GEORGE, BERNARD MUTHIANCEO4589805
MURPHY, STEPHEN VINCENTCCO AND AMLCO2242466
ROMERO, MONIQUE VICTORIAFINOP6712654

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


TORNADO

CRD#: 269966New York, NY 10016

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