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Shanna Joelle Reed

Maridea Wealth Management

Brooklyn, NY

Gilbert, AZ

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Current Employers
Maridea Wealth Management

25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-27
  • AZ RA
    APPROVED
    Since 2025-08-27

Branch Locations

25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States

323 S Gilbert Road Suite 111, Gilbert, AZ 85701 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 04/2015 08/2025
Cambridge Investment Research Advisors, Inc. Fairfield IA 04/2015 08/2025
Maridea Wealth Management Llc Gilbert AZ 08/2025 Present
Maridea Insurance Company, Llc Gilbert AZ 08/2025 Present
  • 04/2015 → 08/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 04/2015 → 08/2025
    Fairfield, IA
  • 08/2025 → Present
    Maridea Wealth Management Llc
    Gilbert, AZ
  • 08/2025 → Present
    Maridea Insurance Company, Llc
    Gilbert, AZ
Previous Registrations
Other Businesses

1) BY HFS; INVESTMENT-RELATED; 323 S GILBERT RD, STE 111, GILBERT AZ; FINANCIAL COACHING, TAX, DIVORCE, ESTATE PLANNING, AND BUSINESS LEGAL SERVICES; OWNER; LESS THAN 5% OF TIME DURING THE MONTH. 2) MARIDEA INSURANCE COMPANY, LLC; SAME ADDRESS; INVESTMENT-RELATED; LICENSED INSURANCE AGENT; INSURANCE SALES AND IMPLEMENTATION OF INSURANCE RECOMMENDATIONS; 10% OF TIME DURING THE MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-04
  • S66 Uniform Combined State Law Examination
    2011-11-04
Other Names
  • Shanna Tingom
  • Shanna Joelle Tingom

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