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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-05 |
| CA | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
150 W University Dr., Flr 04, Tempe , AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 09/2021 | 06/2022 |
| Remx | Phoenix | AZ | 11/2017 | 02/2018 |
| Amazon | Goodyear | AZ | 03/2021 | 07/2021 |
| Jemasi Inc | Phoenix | AZ | 10/2018 | 05/2020 |
| Golden Corral | Surprise | AZ | 06/2015 | 11/2017 |
| Cg Bookkeeping And Tax Services Llc | Surprise | AZ | 01/2020 | Present |
| Grand Canyon University | Phoenix | AZ | 08/2015 | 04/2018 |
| J.P. Morgan Securities Llc | Tempe | AZ | 11/2022 | Present |
| Nike | Anthem | AZ | 10/2016 | 03/2017 |
| Amazon | Tempe | AZ | 05/2018 | 11/2018 |
| Remx | Phoenix | AZ | 03/2020 | 10/2020 |
Entity Name: CG Bookkeeping and Tax Services LLC Investment related: No Address: Surprise, AZ, 85388 Nature of the other business: Accounting Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: In this role I am responsible for categorizing all transactions, reconcile bank account, prepare profit and lost reports and handling bills and invoices. In this role I am also gathering tax documents. Making sure they have all there tax forms. I Francisco Gomez will not be providing tax advise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-20 |
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