Marvella Cubit

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 06/2024
  Samuel L Cool J/Through And Through Gospel Review
  Tempe, AZ
• 04/2015 → 12/2022
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2017 → 01/2020
  Charles Schwab Bank
  Phoenix, AZ
• 06/2024 → 01/2025
  Cetera Advisors Llc
  St Cloud, MN
• 05/2023 → Present
  Doordash
  San Francisco, CA
• 10/2023 → Present
  Instacart
  San Francisco, CA
• 03/2024 → Present
  Grub Hub
  Chicago, IL
• 06/2024 → 01/2025
  Wilde Wealth Management
  Scottsdale, AZ
• 12/2025 → Present
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: DOORDASH; INVESTMENT RELATED: NO; ADDRESS: 901 MARKET STREET 6TH FL, SAN FRANCISCO, CA, 94103; NATURE OF BUSINESS: FOOD DELIVERY; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: 7; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DELIVER GROCERIES AND FOOD; 2. NAME OF OTHER BUSINESS: INSTACART INVESTMENT RELATED: NO; ADDRESS: 50 BEALE ST, SAN FRANCISCO, CA, 94107; NATURE OF BUSINESS: FOOD DELIVERY; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: FOOD DELIVERY COURIER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: GROCERY SHOP FOR PAYING CUSTOMERS AND DELIVER THE ITEMS; 3. NAME OF OTHER BUSINESS: GRUB HUB; INVESTMENT RELATED: NO; ADDRESS: 111 W WASHINGTON ST, STE 2100, CHICAGO, IL, 60602; NATURE OF BUSINESS: FOOD DELIVERY; START DATE: 3/2024; POSITION/TITLE/RELATIONSHIP: FOOD DELIVERY COURIER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 7; BRIEF DESCRIPTION OF DUTIES: FOOD DELIVERY FROM RESTAURANTS TO PAYING CUSTOMERS; UBER (UBER EATS); NOT INV RELATED; SAN FRANCISCO,CA; DELIVERY DRIVER; START DATE: 04/10/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-08