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9711 Washingtonian Blvd Suite 550, Gaithersburg, MD 20878-5789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
9711 Washingtonian Blvd Suite 550, Gaithersburg, MD 20878-5789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldsborough Tax And Accounting Services, Llc | Balttimore | MD | 12/2010 | Present |
| Goldsborough Capital Management, Llc | Baltimore | MD | 03/2012 | Present |
| Sgb Driving Services | Baltimore | MD | 09/2018 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-14 |
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