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GL

George W. Logan

GCMI SECURITIES
Irvine, CA 92612
Some features on this profile are disabled
CRD#: 720873
GL

Professional summary


George William Logan JR, who also goes by George William Logan, is a registered financial professional currently at GCMI SECURITIES CORP. located in Irvine, California.

George is registered as a RR (Registered Representative) and started their career in finance in 1980. George has worked at 8 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 5 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George William Logan

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) - BD


Click below to view George William Logan JR's CRS (Customer Relationship Summary).

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


Current

October 6, 2006 - Present

GCMI SECURITIES CORP.

Office #1: 19200 Von Karman Avenue Suite 210, Irvine, CA 92612
BD
CRD#: 139520
Irvine, CA
Past

June 18, 1997 - April 15, 1998

E*OFFERING

BD
CRD#: 36717
Past

April 23, 1996 - April 15, 1998

E*OFFERING

BD
CRD#: 36717
SAN FRANCISCO, CA
Past

November 4, 1992 - April 9, 1996

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

August 21, 1990 - November 9, 1992

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 21, 1989 - August 24, 1990

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

January 3, 1984 - March 30, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 6, 1981 - January 19, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

December 29, 1980 - October 22, 1981

EQUITEC SECURITIES COMPANY

BD
CRD#: 6463

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/10/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 2/7/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
SRO Registrations
RR
FINRA

Current Firm


GS
GCMI SECURITIES CORP.
GCMI SECURITIES CORP.

CRD#: 139520 / SEC#: , 8-67225

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


Main Address
19200 Von Karman Avenue Suite 210, Irvine, CA 92612
Mailing Address
19200 Von Karman Avenue Suite 210, Irvine, CA 92612
Phone number
(949) 252-4600
Established
California since 12/14/2005
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
GLOBAL CAPITAL MARKETS, INC.PARENT COMPANY
HOLMES, STEPHEN GARYPRESIDENT/CCO5089576
TARRA, SCOTT PATRICKFINOP/POO/PFO4593965
WILSER, MARK STEPHENVICE PRESIDENT/PRINCIPAL5089578

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


GCMI SECURITIES CORP.

CRD#: 139520Irvine, CA 92612

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