Georgios Livanos

Current Employers

Employment History

• 04/2000 → 10/2016
  Citigroup Global Markets Inc.
  Durham, NC
• 06/2009 → 10/2016
  Morgan Stanley Smith Barney
  Durham, NC
• 01/2015 → 10/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2016 → Present
  Raymond James Financial Services, Inc
  Chapel Hill, NC
• 10/2016 → Present
  Phoenix Financial, Inc
  Chapel Hill, NC
• 10/2016 → Present
  Phoenix Wealth Advisors, Inc.
  Chapel Hill, NC

Previous Registrations

• 2009-06-01 → 2016-10-28
  Morgan Stanley
  Durham, NC
• 2001-12-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Durham, NC
  Durham, NC

Other Businesses

(1)Name of Business: Phoenix Wealth Advisors, Inc. Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/14/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Broadview Group is a partnership and marketing name for Livanos/Rhoades. Going forward, we will be known as Phoenix Wealth Advisors, Inc. We will be dissolving Broadview Group LLC. (2)Name of Business: Phoenix Wealth Advisors, Inc. Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517, United States Activity Type: Independent RIA Position/Title: Advisor, Partner, Owner/Proprietor Investment Related: Yes Start Date: 10/14/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: IAR Representative\nManaging Partner\nCo-Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-14
• S63 Uniform Securities Agent State Law Examination
  1993-12-07

Other Names

• George Livanos
• Georgios Livanos