Brian Stephen George

Current Employers

Employment History

• 04/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Port Orchard, WA
• 11/2016 → 12/2019
  Wells Fargo Clearing Services, Llc
  Port Orchard, WA
• 12/2019 → 12/2021
  World Equity Group
  Arlington Heights, IL
• 12/2021 → 03/2022
  Charitable Planning Network, Llc
  Port Orchard, WA
• 03/2020 → 12/2021
  Charitable Advisors Network
  Port Orchard, WA
• 12/2019 → Present
  Sole Proprietor
  Port Orchard, WA
• 12/2021 → Present
  Charitable Planning Network, Llc
  Port Orchard, WA
• 03/2022 → Present
  Planning Network Partners, Llc
  Port Orchard, WA
• 01/2023 → Present
  Aag Capital, Inc.
  Wesley Chapel, FL
• 01/2023 → Present
  Accurate Wealth Management, Llc
  Wesley Chapel, FL

Previous Registrations

• 2021-12-15 → 2023-03-31
  Planning Network Partners
  Port Orchard, WA
• 2019-12-09 → 2021-12-16
  World Equity Group, Inc.
  Schaumburg, IL
  Bremerton, WA
  Schaumburg, IL
• 2015-04-17 → 2019-12-16
  Wells Fargo Clearing Services, Llc
  Seattle, WA
  Port Orchard, WA
  Seattle, WA
  Bremerton, WA
• 2013-02-28 → 2015-04-29
  J.P. Morgan Securities Llc
  Poulsbo, WA
  Silverdale, WA
  Bremerton, WA
  Bremerton, WA
  Bremerton, WA
  Bremerton, WA
• 2008-08-06 → 2013-03-06
  Edward Jones
  St Louis, MO
  Silverdale, WA

Other Businesses

1)Brian S. George Insurance; DBA for fixed insurance sales; start date Dec 2019; investment related; 3688 SE Greenbriar Pl, Port Orchard, WA 98366.; Principal. Market, prospect and close fixed insurance business. Approx 45 hrs/mo and 25 hrs during trading hours. 2) Charitable Planning Network, LLC; Managing Member/Investment Advisor Representative; 12/2021; 3688 SE Greenbriar Pl, Port Orchard, WA 98366; assistance to non-profit organizations with non-cash fundraising; Approx 40 hrs/mo and 20 hrs during trading hours. 3) AAG Capital, Inc, registered rep 10 hrs/wk, investment related 4) Accurate Wealth Management, LLC, investment adviser representative, investment related 10 hrs/wk

Exams

• S66 Uniform Combined State Law Examination
  2008-07-24

Other Names

• Brian George
• Brian S George