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19812 Ann Richards Ave, Manor, TX 78653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golightly Financial Services, Llc | Georgetown | TX | 06/2020 | Present |
| Kbr | Houston | TX | 11/2019 | 03/2023 |
| Mcconnell & Jones | Houston | TX | 02/2018 | 11/2019 |
| Channelview Isd | Channelview | TX | 08/2014 | 02/2018 |
| Avantax Advisory Services | Georgetown | TX | 10/2023 | 02/2024 |
| Avantax Insurance Agency, Llc | Georgetown | TX | 10/2023 | 02/2024 |
1) GOLIGHTLY FINANCIAL SERVICES, LLC POSITION: Managing Member NATURE: Provides tax planning, tax preparation, outsourced CFO Services and Accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 06/09/2020 ADDRESS: 601 Hidden Creek Way, Georgetown TX 78626, United States DESCRIPTION: Marketing - promoting business to potential clients. Tax Preparation - Preparing tax returns for individuals and business owners. Tax Planning - Developing tax plans for small business owners. Accounting - Bookkeeping services. Outsourced CFO Services - Providing financial statements and analysis. 2) HENRY GOLIGHTLY POSITION: Sole Proprietorship NATURE: Manage investment properties. INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 4 SECURITIES TRADING HOURS: Yes 60 START DATE: 06/01/2021 ADDRESS: 601 Hidden Creek Way, Georgetown TX 78626, United States DESCRIPTION: Collect rents, improve property, maintain property, and other related services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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