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George Manuel Kolitsas

Innovative Wealth Management

Trumbull, CT

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Current Employers
Innovative Wealth Management

Trumbull, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-01-08
  • CT RA
    APPROVED
    Since 2021-01-08

Branch Locations

Trumbull, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Roger Williams University Bristol RI 08/2014 05/2018
Bankers Life Milford CT 08/2018 05/2020
Innovative Financial Group Stratford CT 06/2020 Present
Iwm Advisory, Llc Stratford CT 01/2021 Present
  • 08/2014 → 05/2018
    Roger Williams University
    Bristol, RI
  • 08/2018 → 05/2020
    Bankers Life
    Milford, CT
  • 06/2020 → Present
    Innovative Financial Group
    Stratford, CT
  • 01/2021 → Present
    Iwm Advisory, Llc
    Stratford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-13
  • S65 Uniform Investment Adviser Law Examination
    2020-08-13

View on SEC IAPD

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