Charles Edward Gilligan

Current Employers

Financial Transparency

Greensboro, NC • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2018-10-22

AZ RA
APPROVED

Since 2018-10-22

Branch Locations

Sun Lakes, AZ • United States

Greensboro, NC • 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

Organization	City	State	From	To
Cssc Investment Advisory Services, Inc.	Chandler	AZ	11/2002	Present
Self-Employed Cpa	Chandler	AZ	04/2006	Present
Cssc Brokerage Services, Inc.	Chandler	AZ	03/2007	07/2018
Cssc Insurance Services, Inc.	Troy	MI	01/2003	07/2018
Envision Financial Transparency, Llc	Greensboro	NC	07/2018	Present

11/2002 → Present

Cssc Investment Advisory Services, Inc.

Chandler, AZ
04/2006 → Present

Self-Employed Cpa

Chandler, AZ
03/2007 → 07/2018

Cssc Brokerage Services, Inc.

Chandler, AZ
01/2003 → 07/2018

Cssc Insurance Services, Inc.

Troy, MI
07/2018 → Present

Envision Financial Transparency, Llc

Greensboro, NC

Previous Registrations

2003-02-04 → 2018-09-04

Trustee Empowerment & Protection, Inc.

Chandler, AZ

Spokane, WA

Spokane, WA

Spokane, WA

Gig Harbor, WA

Gilbert, AZ

Other Businesses

PARAGON CONSULTING GROUP, INVESTMENT RELATED, 32590 E Penedes Drive Gilbert AZ 85298, FINANCIAL SERVICES, OWNER, 9/25/10, MANAGERIAL AND SERVICING CLIENTS; Charlie Gilligan, non investment related, 2590 E Penedes Drive Gilbert AZ 85298, Tax preparer, Owner, 2-2-15, 16 hrs/month, prepare personal tax returns.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-01-30

S66 Uniform Combined State Law Examination

2003-01-30

Other Names

Charlie Gilligan

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