Geoffrey M. Parkinson

CHARITABLE FOUNDATION SERVICES LLC

Ashburn, VA

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CRD#: 2180284

Professional summary

Geoffrey Moore Parkinson JR, CFA, who also goes by Geoff Parkinson, Geoffrey Parkinson, is a registered financial advisor currently at CHARITABLE FOUNDATION SERVICES LLC located in Ashburn, Virginia.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Geoffrey has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Geoff Parkinson | Geoffrey Parkinson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ADMINISTRATIVE AND CONSULTING SERVICES TO CHARITABLE FOUNDATIONS (NON-INVESTMENT RELATED) CHARITABLE FOUNDATION SERVICES LLC 6270 RIVO LAKES BLVD SARASOTA, FL 34241 PRESIDENT & CEO START DATE: DECEMBER 1, 2000 HOURS PER MONTH: 140 HOURS PER MONTH DURING TRADING HOURS: 110 MANAGING GRANT REQUESTS, CHARITY COMMUNICATIONS, GRANT DISBURSEMENTS, BOARD MEETINGS, CHARITY RESEARCH, APPLICATION FORMS, WEBSITES, AND OTHER ADMINISTRATIVE & CONSULTATIVE NEEDS OF CLIENT FOUNDATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Moore Parkinson JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

May 14, 2012 - Present

CHARITABLE FOUNDATION SERVICES LLC

RIA

CRD#: 140125

Ashburn, VA

Past

August 25, 1993 - July 9, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 8, 1991 - July 8, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/27/2012)

IAR

Virginia
(8/7/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/2/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/2/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/1991

General Securities Representative Examination

Current Firm

CHARITABLE FOUNDATION SERVICES LLC

CHARITABLE FOUNDATION SERVICES LLC | FOUNDATION SERVICES LLC | FOUNDATION SERVICES

CRD#: 140125 / SEC#: 801-67084

RIA

Registered Investment Advisory firm - (6/29/2012 Terminated)

Connecticut

Registered Investment Advisory firm - (12/6/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/31/2012 Approved)

Virginia

Registered Investment Advisory firm - (8/7/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Sarasota, FL

Mailing Address

Phone number

(203) 554-8483

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 2,202,042

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Geoffrey M. Parkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Moore Parkinson JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARITABLE FOUNDATION SERVICES LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/1997

Series 63

Date: 12/2/1991

Series 7

Date: 10/7/1991

Current Firm

CHARITABLE FOUNDATION SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHARITABLE FOUNDATION SERVICES LLC

TRUST BUT VERIFY

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