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GW

George A. Watson

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CRD#: 4878322
GW

Professional summary


George Alexander Watson 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 advisor and started their career in finance in 2005. Prior to being barred, George had worked at 4 firms, which includes INVESTACORP INC., ALLSTATE FINANCIAL SERVICES LLC, AMERIPRISE FINANCIAL SERVICES LLC, IDS LIFE INSURANCE COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


G Alex Watson | George Watson

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

April 4, 2012 - October 17, 2012

INVESTACORP, INC.

BD
CRD#: 7684
ALPHARETTA, GA
Past

February 14, 2008 - February 16, 2012

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
ATLANTA, GA
Past

February 10, 2005 - February 6, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ATLANTA, GA
Past

February 10, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 10, 2005 - February 6, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ATLANTA, GA

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
IAR
Series 66
Date: 1/13/2005
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


II
INVESTACORP, INC.
ARCHER, ZWIGARD & ASSOCIATES-THE INVESTACORP GROUP, INC. | INVESTACORP, INC.

CRD#: 7684 / SEC#: , 8-22598

BD
Terminated by SEC on 09/29/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/26/1978
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ADVISOR GROUP HOLDINGS, INC.SHAREHOLDER
ARNEAUD, MARCUS ANTHONYCHIEF COMPLIANCE OFFICER2858859
BLANCATO, PHILIP SALVATOREDIRECTOR2122221
CHANDER, RANAEXECUTIVE VICE PRESIDENT, CIO4853245
DUDAS, STEPHEN STANLEYCFO4820047
FARRELL, PATRICK CHRISTOPHERDIRECTOR,PRESIDENT, CEO1454441
GIOVANNIELLO, JOSEPH JRDIRECTOR, ASSISTANT SECRETARY3086071
MCKENNA, NINASECRETARY6302448
PRICE, JAMES DALECHAIRMAN1243224
SCHLUETER, MATTHEW ADAMEXECUTIVE VICE PRESIDENT, DIRECTOR2627931
TARENTINO, MELISSAGENERAL COUNSEL4470836

Disclosures


Regulatory Event5
Arbitration3
Bond2

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


INVESTACORP, INC.

CRD#: 7684

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