Stephanie Goldsborough Bigwood

Employer firm

Goldsborough Capital Management, LLC CRD 163344

$10.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → Present
  Goldsborough Tax And Accounting Services, Llc
  Balttimore, MD
• 03/2012 → Present
  Goldsborough Capital Management, Llc
  Baltimore, MD
• 09/2018 → Present
  Sgb Driving Services
  Baltimore, MD

Previous Registrations

• 2004-08-16 → 2012-02-08
  Osaic Fa, Inc.
  Vienna, VA
  Lutherville, MD
  Vienna, VA
• 1995-08-03 → 2006-03-23
  Lombard Advisers Incorporated
  Towson, MD

Other Businesses

1)GOLDSBOROUGH TAX AND ACCOUNTING SERVICES, LLC; 810 Providence Road; BALTIMORE, MD 21286; CATEGORY: TAX PREPARATION INVESTMENT-RELATED: NO TITLE: MANAGING PRINCIPAL, ACCOUNTANT DUTIES: PREPARE TAX RETURNS START DATE: 12/2010 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 10 2)TOWSONTOWNE ROTARY FOUNDATION; 810 Providence Road; Towson, MD 21286; CATEGORY: NONPROFIT VOLUNTEER POSITION INVESTMENT-RELATED: YES TITLE: BOARD MEMBER DUTIES: FROM JULY, 2015 UNTIL MID-OCTOBER, 2018, I PROVIDED BOOKKEEPING SERVICES, INCLUDING THE PREPARATION OF MONTHLY BOARD REPORTS AND I PROCESSED BANK DEPOSITS AND SENT OUT GRANT CHECKS APPROVED BY THE BOARD; I ALSO MAINTAINED RECORDS ON BANK AND INVESTMENT ACCOUNTS FOR THE BOARD BUT HAD NO DECISION MAKING AUTHORITY OVER BANK OR INVESTMENT ACCOUNTS OR INVESTMENT SELECTION. BEGINNING IN MID-OCTOBER, 2018, MY ROLE AS A VOTING BOARD MEMBER WILL BE TO VOTE ON GRANT REQUESTS. I WILL RECUSE MYSELF FROM ANY QUESTIONS OR DECISIONS THAT MIGHT COME UP REGARDING THE FOUNDATION'S INVESTMENTS; NO QUESTIONS HAVE COME UP THUS FAR. I RECEIVE NO COMPENSATION OR ECONOMIC BENEFIT. START DATE: 07/2018 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 3)SGB DRIVING SERVICES; 810 Providence Road; Towson, MD 21286; CATEGORY: PERSONAL SERVICES INVESTMENT-RELATED: NO TITLE: PROPRIETOR - INDEPENDENT CONTRACTOR DUTIES: PICK UP AND DELIVER PERSONS AND SOMETIMES PERSONAL ITEMS TO THEIR REQUESTED DESTINATION START DATE: 09/2018 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: MINIMAL - COULD BE ZERO BUT MIGHT BE SOME SMALL NUMBER

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-16
• S63 Uniform Securities Agent State Law Examination
  1989-06-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Stephanie Robson Goldsborough
• Stephanie Farnandis Robson