George Spivak

Current Employers

Employment History

• 01/2005 → 03/2020
  Fidelity Investments Institutional Services Company, Inc
  Covington, KY
• 05/1998 → 03/2020
  Fidelity Brokerage Services Llc
  Marlborough, MA
• 04/2020 → 09/2020
  Unemployed
  Boca Raton, FL
• 05/2026 → Present
  Charles Schwab & Co., Inc.
  Palm Beach Gardens, FL
• 05/2026 → Present
  Charles Schwab Bank, Ssb
  Palm Beach Gardens, FL
• 09/2020 → 12/2020
  Valic Financial Advisors Inc
  Miami, FL
• 12/2020 → 04/2021
  H & H Retirement Design And Management
  Las Vegas, NV
• 05/2021 → 02/2022
  Unemployed
  Boca Raton, FL
• 03/2022 → 09/2023
  Newport Group Securities
  Lake Mary, FL
• 03/2022 → 08/2024
  Newport Group Consulting
  Lake Mary, FL
• 03/2022 → 09/2023
  Newport Group Inc
  Dresher, PA
• 08/2023 → 08/2024
  Ascensus Broker Dealer Services, Llc
  Newton, MA
• 08/2025 → 04/2026
  Edward Jones
  St Louis, MO
• 09/2024 → 07/2025
  Unemployed
  Boynton Beach, FL

Previous Registrations

• 2025-09-02 → 2026-04-28
  Edward Jones
  Boynton Beach, FL
• 2022-06-06 → 2024-09-03
  Newport Group Consulting, Llc
  Boca Raton, FL
  Lake Mary, FL
• 2020-09-03 → 2021-01-07
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-09-02
• S63 Uniform Securities Agent State Law Examination
  1995-04-12

Designations

Other Names

• George Page
• George Joseph Spivak
• George Spivak
• George J Spivak