George H. Reed
Professional summary
George Henry Reed III, who also goes by George H Reed, George Henry Reed, Tim Reed, is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Fort Wayne, Indiana.
George is registered as a RR (Registered Representative) and started their career in finance in 2011. George has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view George Henry Reed III's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 9910 Dupont Circle Drive E Ste 130, Fort Wayne, IN 46825September 1, 2011 - February 5, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/27/2026)
(1/15/2016)
(11/25/2025)
Exams
Series 7TO
Date: 3/22/2019
General Securities Representative ExaminationFINRA
Current Firm
BANKERS LIFE SECURITIES, INC.
CRD#: 173962 / SEC#: , 8-69562
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDOC, INC. | PARENT COMPANY | |
| GOLDBERG, SCOTT LOUIS | BOARD MEMBER | 5296395 |
| HEILMAN, CHERYL LYNN | PRESIDENT/CEO/DIRECTOR | 2114445 |
| JOSEPHSON, STEVEN M | COO, DIRECTOR | 2239540 |
| KELLY, BRETT J | DIRECTOR, BLS OPERATIONS | 4818868 |
| LAMSON, MARK LEE | DIRECTOR OF SALES PRACTICE | 1796166 |
| MCDONOUGH, PAUL H | BOARD MEMBER | 7089411 |
| ROBERTS, ALBERTA STEPHENS | CHIEF COMPLIANCE OFFICER/ SECRETARY | 2681068 |
| TUCKER, CLARK BOMAR | FINOP | 1977842 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
Red Flags
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