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1430 E Missouri Ave, Suite B269, Phoenix, AZ 85014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-03-17 |
Branch Locations
1430 E Missouri Ave, Suite B269, Phoenix, AZ 85014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holos Financial, Llc | Phoenix | AZ | 02/2021 | Present |
| Harding Cpa, Llc | Phoenix | AZ | 11/2017 | Present |
| Eaton Cambridge Cpa P.C. | Scottsdale | AZ | 08/2016 | 11/2017 |
(1.) NAME OF OB: PHOENIX UNITED REFORMED CHURCH ADDRESS: 2002 E MISSOURI AVE, PHOENIX, AZ 85016 NATURE: CHURCH INVESTMENT RELATED: NO TITLE WITH OB: TREASURER AND ASSISTANT TREASURER DUTIES: PREPARE AND MAINTAIN CHURCH BUDGET MONTHLY AND PRESENT FINANCIALS TO CHURCH LEADERSHIP AND CONGREGATION, MEMBER OF THE FINANCE COMMITTEE, TEND TO CHURCH BENEVOLENCE ISSUES, ATTEND MONTHLY DEACON AND COUNCIL MEETINGS START DATE: 01/01/2019 APPROX. NUMBER OF HOURS/MONTH: 15 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-13 |
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