Geoffrey Moore Parkinson

Current Employers

Charitable Foundation Services Llc

Sarasota, FL • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2019-08-07
PA	RA	APPROVED	2012-09-27

VA RA
APPROVED

Since 2019-08-07
PA RA
APPROVED

Since 2012-09-27

Branch Locations

Sarasota, FL • 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
Charitable Foundation Services Llc	Greenwich	CT	12/2000	Present

12/2000 → Present

Charitable Foundation Services Llc

Greenwich, CT

Other Businesses

ADMINISTRATIVE AND CONSULTING SERVICES TO CHARITABLE FOUNDATIONS (NON-INVESTMENT RELATED) CHARITABLE FOUNDATION SERVICES LLC 6270 RIVO LAKES BLVD SARASOTA, FL 34241 PRESIDENT & CEO START DATE: DECEMBER 1, 2000 HOURS PER MONTH: 140 HOURS PER MONTH DURING TRADING HOURS: 110 MANAGING GRANT REQUESTS, CHARITY COMMUNICATIONS, GRANT DISBURSEMENTS, BOARD MEETINGS, CHARITY RESEARCH, APPLICATION FORMS, WEBSITES, AND OTHER ADMINISTRATIVE & CONSULTATIVE NEEDS OF CLIENT FOUNDATIONS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-04-02
S63	Uniform Securities Agent State Law Examination	1991-12-02

S65 Uniform Investment Adviser Law Examination

1997-04-02
S63 Uniform Securities Agent State Law Examination

1991-12-02

Other Names

Geoff Parkinson
Geoffrey Parkinson

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