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188 Inverness Drive West Ste 100, Centennial, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-01-03 |
Branch Locations
1138 Reynolds Ave, Greenwood, SC 29649 • United States
188 Inverness Drive West Suite 100, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Going & Associates Llp | Greenwood | SC | 06/1989 | 04/2024 |
| Colorado Financial Service Corporation | Centennial | CO | 10/2010 | Present |
| Stone Accounting & Business Services, Inc. | Greenwood | SC | 04/2024 | Present |
1) STONE ACCOUNTING & BUSINESS SERVICES, INC. / SINCE APRIL 2024 / GREENWOOD, SC 29649 / ACCOUNTING AND TAX PREPARATION / PRESIDENT / ACCOUNTING FEES / INVESTMENT RELATED / 100% OF BUSINESS HOURS / INCOME TAX ADVISORY AND PREPARATION SERVICES, PAYROLL SERVICES / EXECUTOR AND TRUSTEE SERVICES 2) SOUTH CAROLINA JAYCEE FOUNDATION, LLC / NOT INVESTMENT RELATED / 323 GENTRY RUN, GREENWOOD SC 29649-9400 / RAISE FUNDS TO SUPPORT A SUMMER CAMP FOR THE MENTALLY DISABLED / VOLUNTEER WORK / SINCE 1999 / 3 HOURS PER WEEK DURING NON TRADING HOURS / TREASURER 3) FIRST PRESBYTERIAN CHURCH OF GREENWOOD SC / 108 W. CAMBRIDGE AVE. GREENWOOD, SC 29646 / VOLUNTEER - ASSISTANT TREASURER / NOT INVESTMENT RELATED / NO COMPENSATION / ONE OF THREE INDIVIDUALS WHO CAN SIGN CHECKS AND CAN PLACE SALE ORDERS OF ANY SECURITIES THAT ARE DONATED TO THE CHURCH / 5-8 HRS PER YEAR / START DATE MAY 2022 4) PRIDE ROCK CONSULTING, LLC / 323 GENTRY RUN, GREENWOOD, SC 29649 / REAL ESTATE / LLC MEMBER / NOT INVESTMENT RELATED / 0-20 HOURS A MONTH / JUNE 2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-02 |
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