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Selhorst Services Inc. CRD 299822
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Perrysburg, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilmore Jasion Mahler, Ltd | Maumee | OH | 05/2016 | 06/2019 |
| Selhorst Services | Perrysburg | OH | 01/2016 | Present |
| Intuit | Perrysburg | OH | 11/2018 | Present |
| Bowling Green State University | Bowling Green | OH | 07/2019 | Present |
Business 1: Intuit TurboTax Not Investment Related 2700 Coast Ave; Mountain View, CA 94043 Virtual Flexible Schedule Work as a Tax Advisor Virtual Credentialed Tax Professional Independent Contractor Start Date of November 2018 (Seasonal December - April) Approximately 80 hours per month devoted Approximately 0 hours per month devoted during securities trading hours Independent Contract work advising TurboTax subscribers on their tax returns Business 2: Bowling Green State University Not Investment Related 1851 Research Dr; Bowling Green, OH 43403 Public University Senior Financial Accountant Employee Start Date of July 2019 Approximately 160 hours per month devoted to business Approximately 160 hours per month devoted to business during securities trading hours Duties are as follows- Performs analytical review, reconciliation and compliance monitoring of financial information Provides guidance and instruction to financial accountants Assists in preparation of monthly financial reports and annual financial statements Performs key reconciliation processes required by both external auditors and bond covenants Responsible for maintaining and reconciling over $1B in capital assets, $53M in Construction In Progress and $320M in Long Term Debt and Other Obligations Maintain oversight and reporting on bond proceed use and drawdowns, working in conjunction with and ultimately providing guidance to Design and Construction on Capital Project accounting and recommendations to the University senior finance staff on bond proceeds Responsible for maintaining fixed asset, bond proceed and capital projects accounting records Perform analytical procedures including investigation of unusual transactions or unexpected variances on monthly financial reports Assure proper accounting procedures are maintained throughout the University Assist with monthly closing and related reporting as well as year-end financial statement processing including the annual audit Assume the functional lead position for the Asset Management module and other PeopleSoft modules as directed Maintain debt schedules and recording of debt in the accounting records Provide support to treasury, foundation, tax and payroll accounting staff among others
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-15 |
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