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TG

Tabitha George

INTERACTIVE BROKERS
GREENWICH, CT
·CRD# 6575262·10 years experience

Professional Summary

Tabitha George, who also goes by Tabitha J George, Tabitha Jebakani George, Tabitha George, Tabitha Jebakani Solomon, is a registered financial advisor currently at INTERACTIVE BROKERS LLC located in Greenwich, Connecticut. Tabitha is registered as a RR (Registered Representative) and started their career in finance in 2016. Tabitha has worked at 2 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tabitha J George, Tabitha Jebakani George, Tabitha George, Tabitha Jebakani Solomon

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

INTERACTIVE BROKERS LLC·CRD# 36418
BD
Pickwick Plaza, Greenwich, CT 06830
October 30, 2019 - Present
WELLS FARGO SECURITIES, LLC·CRD# 126292
BD
New York, NY
May 26, 2016 - October 1, 2019

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Current Firm

IB
INTERACTIVE BROKERS LLC

INTERACTIVE BROKERS LLC

CRD#: 36418 / SEC#: 8-47257
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

Pickwick Plaza, Greenwich, CT 06830

Mailing Address

One Pickwick Plaza, Greenwich, CT 06830

Phone Number

(203) 618-5710

Established

Connecticut since 03/09/1998

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
IBG LLCMANAGING MEMBER—
BRODY, PAUL JONATHANSECRETARY, PRINCIPAL OPERATIONS OFFICER1722066
CHAIT, JONATHANEXECUTIVE VICE PRESIDENT, COO4582696
FRIEDLAND, DAVID ERICMANAGING DIRECTOR-ASIAN OPERATIONS2715164
GALIK, MILANCHIEF EXECUTIVE OFFICER2204066
GELMAN, JONATHAN MICHAELCHIEF COMPLIANCE OFFICER5440103
MANDELBAUM, ELAINEGENERAL COUNSEL2957713
MENICUCCI, JAMESPRINCIPAL FINANCIAL OFFICER6590173
SHAO-CHEN, KENGNINGTREASURER5910386

Disclosures

Regulatory Event

92

Arbitration

28

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(10/30/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2017About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Dec 2023About the Series 57TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2016About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2026About the Series 24 exam
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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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TG
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