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George Spyros Themelis

Drivewealth, LLC

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About George Spyros Themelis

George Spyros Themelis is a financial professional with over 29 years of experience in the securities industry. He is currently registered with Drivewealth, LLC and is a General Securities Representative with Series 7, 24, 55, 57TO, and 63 licenses. George has previously held positions at Cowen and Company, Cowen Execution Services LLC, B-Trade Services LLC, Fleet Securities, Inc., Nash, Weiss & Co., and Goldis Financial Group, Inc.

Firm Information

George Themelis is currently registered with Drivewealth, LLC. Drivewealth, LLC is a Limited Liability Company formed in May 2012. The firm is registered to conduct business in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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George Themelis’s Registration & Firm History

NY

06/10/2024 - Present

Drivewealth, LLC (NEW YORK NY)

NY

10/27/2017 - 05/10/2024

COWEN AND COMPANY (Garden City NY)

NY

01/24/2007 - 07/21/2020

COWEN EXECUTION SERVICES LLC (NY NY)

NY

01/08/2003 - 01/23/2007

B-TRADE SERVICES LLC (NEW YORK NY)

TX

02/02/1998 - 12/09/2002

FLEET SECURITIES, INC. (DALLAS TX)

NJ

10/23/1997 - 02/02/1998

NASH, WEISS & CO. (JERSEY CITY NJ)

NY

10/11/1994 - 10/24/1997

GOLDIS FINANCIAL GROUP, INC. (GARDEN CITY NY)

NJ

10/23/1997 - 10/23/1997

NASH, WEISS & CO. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 10/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Spyros Themelis.
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