George S. Weaver

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CRD#: 460587

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 Sperry Weaver JR was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1969. George had worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 1, Series 24 and Series 40 exams.

Question & Answer

Are you a "fiduciary"?

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.

HB&W, INC. (HOLDING COMPANY OWNING 100% OF HAZLETT, BURT & WATSON, INC.) - NOT INVESTMENT RELATED. 1300 CHAPLINE ST., WHEELING, WV 26003. CEO AND MEMBER - BOARD OF DIRECTORS. DECEMBER, 1999. APPROXIMATELY 5 HRS. PER WEEK. OVERALL SUPERVISION OF HOLDING CO. AND POLICY DEVELOPMENT. SECURITY NATIONAL TRUST CO.(SNTC) - INVESTMENT RELATED. 1300 CHAPLINE STREET, WHEELING, WV 26003. SNTC IS A SISTER CORPORATION TO HAZLETT, BURT & WATSON, INC. IN THAT BOTH COMPANIES ARE WHOLLY OWNED SUBSIDIARIES OF HB&W, INC. MEMBER - BOARD OF DIRECTORS. MAY, 2000. APPROXIMATELY 5 HRS. PER MONTH.

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 31, 2006 - December 18, 2024

HAZLETT, BURT & WATSON, INC.

RIA

CRD#: 396

WHEELING, WV

Past

August 9, 1973 - December 18, 2024

HAZLETT, BURT & WATSON, INC.

CRD#: 396

WHEELING, WV

Past

April 22, 1969 - September 20, 1973

BACHE & CO INCORPORATED

CRD#: 7058

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HAZLETT, BURT & WATSON, INC.

HAZLETT, BURT & WATSON, INC. | SECURITY CAPITAL MANAGEMENT

CRD#: 396 / SEC#: 801-66333, 8-17737

RIA

Registered Investment Advisory firm - SEC (3/29/2006 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 4/26/1965

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Principal/Supervisory Exam

Series 40

Date: 4/7/1969

Registered Principal Examination

Current Firm

HAZLETT, BURT & WATSON, INC.

HAZLETT, BURT & WATSON, INC. | SECURITY CAPITAL MANAGEMENT

CRD#: 396 / SEC#: 801-66333, 8-17737

RIA

Registered Investment Advisory firm - SEC (3/29/2006 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

1300 Chapline Street, Wheeling, WV 26003

Mailing Address

1300 Chapline Street, Wheeling, WV 26003

Phone number

(304) 233-3312

Established

West Virginia since 09/06/1973

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (15 States and Territories)

FINRA licenses (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ASSET MANAGEMENT ACCOUNT BROCHURE (11/10/2025)

DIRECT MANAGED WRAP PROGRAM (11/10/2025)

Direct owners and executive officers

Name	Position	CRD#
HB&W, INC.	PARENT COMPANY
BARICKMAN, MICHAEL THOMPSON	EXEC VP / DIRECTOR	1535665
BIDWELL, TIMOTHY MORGAN	EXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR	4296834
BURECH, HAROLD BRUCE	DIRECTOR /SR VP	856313
ECHOLS, MARILYNN SUE	EXECUTIVE VICE PRESIDENT / DIRECTOR	818946
MARSH, JASON LEE	CHAIRMAN / CEO / DIRECTOR	4792963
WEAVER, GEORGE SPERRY III	SR EXEC VP / DIRECTOR	1061710

Regulatory assets under management

Total Number of Accounts	2,314
AUM (Assets Under Management)	$ 1,197,878,280

Disclosures

Regulatory Event	2
Arbitration	1

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
01/14/2025	Cover Page	Report
12/19/2023	Cover Page	Report
11/30/2022	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

George S. Weaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HAZLETT, BURT & WATSON, INC.

BACHE & CO INCORPORATED

Primary Firm SEC Registration

HAZLETT, BURT & WATSON, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2005

Series 63

Date: 10/20/1994

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 4/26/1965

Series 24

Date: 1/2/2023

Series 40

Date: 4/7/1969

Current Firm

HAZLETT, BURT & WATSON, INC.

Contact information

SEC notice filing (15 States and Territories)

FINRA licenses (38 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

HAZLETT, BURT & WATSON, INC.

TRUST BUT VERIFY

Contact information

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