Stephen Thomas Golia

Current Employers

St Golia Planning, Llc

Longboat Key, FL • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-01-10
MA	RA	APPROVED	2021-09-15
SC	RA	APPROVED	2021-08-27
FL	RA	APPROVED	2014-02-13
PA	RA	APPROVED	2012-09-11
NH	RA	APPROVED	2011-01-05
NJ	RA	APPROVED	2010-06-28

NY RA
APPROVED

Since 2022-01-10
MA RA
APPROVED

Since 2021-09-15
SC RA
APPROVED

Since 2021-08-27
FL RA
APPROVED

Since 2014-02-13
PA RA
APPROVED

Since 2012-09-11
NH RA
APPROVED

Since 2011-01-05
NJ RA
APPROVED

Since 2010-06-28

Branch Locations

Longboat Key, 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
S T Golia Planning Llc	Longboat	FL	05/2010	Present
Hallock & Camarrota Llp	Wayne	NJ	05/2010	11/2017

05/2010 → Present

S T Golia Planning Llc

Longboat, FL
05/2010 → 11/2017

Hallock & Camarrota Llp

Wayne, NJ

Other Businesses

INDEPENDENT INACTIVE FLORIDA AND NEW JERSEY ATTORNEY PREVIOUSLY PRACTICING IN THE TAX AND ESTATE PLANNING AREAS. THE BUSINESS WAS NOT INVESTMENT RELATED AS IT IS A LAW PRACTICE. I INTEND TO DEVOTE APPROXIMATELY 0 HOURS PER WEEK TO THIS BUSINESS DURING MOST WEEKS OF EACH YEAR GOING FORWARD. APPROXIMATELY 0 HOURS PER WEEK BE DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-04-30

S65 Uniform Investment Adviser Law Examination

2010-04-30

Designations

View on SEC IAPD