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George W. Boatwright

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CRD#: 6299116
GB

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 Walker Boatwright was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 2014. George had worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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

December 9, 2019 - March 28, 2022

TRADEPRO SECURITIES, LLC.

BD
CRD#: 103781
Scottsdale, AZ
Past

May 21, 2019 - January 3, 2020

RCM SECURITIES

BD
CRD#: 15548
CHICAGO, IL
Past

July 20, 2018 - April 11, 2019

FLIP INVESTOR ADVISOR, LLC

RIA
CRD#: 297695
SCOTTSDALE, AZ
Past

November 3, 2017 - August 24, 2018

INVEST SMART USA, INC.

RIA
CRD#: 168135
Scottsdale, AZ
Past

February 24, 2017 - December 31, 2017

ROBOTIC TRADING ADVISORS, LLC

RIA
CRD#: 168687
SCOTTSDALE, AZ
Past

April 18, 2014 - June 16, 2015

ROBOTIC TRADING ADVISORS, LLC

RIA
CRD#: 168687
SCOTTSDALE, AZ

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: 7/2/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/17/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/21/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/25/2019
Securities Industry Essentials Examination

Current Firm

TS
TRADEPRO SECURITIES, LLC.
AUTOSHARES | TRADEPRO SECURITIES,INC. | TRADEPRO SECURITIES, LLC. | TRADEPRO SECURITIES, INC. | SOUTHERN TRUST SECURITIES, INC. | SOUTHERN TRUST SECURITIES ASSET MANAGEMENT, INC. | OPTIONSROUTE | CIS ASSET MANAGEMENT, INC | CAPITAL INVESTMENT SERVICES, INC.

CRD#: 103781 / SEC#: , 8-52282

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

Main Address
340 Congress Parkway,, Lawrenceville, GA 30044
Mailing Address
340 Congress Parkway,, Lawrenceville, GA 30044
Phone number
(305) 446-4800
Established
Florida since 06/10/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
SAMATA HOLDINGS LLCOWNER
CASS, STEPHEN JOHNPRESIDENT/FINOP/OWNER2317871
DOLAN, TERENCE JR.COO/BUSINESS DEVELOPMENT/OWNER2352516
BURGESS-GAY, CLAUDETTE YVONNECCO/AMLCO2547910

Disclosures

Regulatory Event5

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

TRADEPRO SECURITIES, LLC.

CRD#: 103781

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