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4640 East Sunrise Drive Suite 211, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-28 |
Branch Locations
4640 East Sunrise Drive Suite 211, Tucson, AZ 85718 • United States
4640 East Sunrise Drive Suite 211, Tucson, AZ 85718 • United States
Tucson, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-08 |
| TX | RA | APPROVED_RES | 2023-01-13 |
| AZ | RA | APPROVED | 2022-10-21 |
Branch Locations
Tucson, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pgh Advisors, Llc | Tucson | AZ | 10/2020 | 12/2021 |
| The Hopman Group, Llc | Tucson | AZ | 05/2019 | 12/2021 |
| The Hopman Group, Llc | Tucson | AZ | 01/2019 | 05/2019 |
| Cabi | Tucson | AZ | 01/2015 | 06/2019 |
| Gradient Advisors | Arden Hills | MN | 12/2021 | Present |
| Margo Financial, Llc | Tucson | AZ | 09/2022 | Present |
| Fortress Financial Solutions, Llc | Tucson | AZ | 12/2023 | Present |
Mrs. Marie Celeste Gooch is the Founder and Chief Compliance Officer (COO) of Registered Investment Advisor MarGo Financial, L.L.C. Her primary business activity is to provide financial planning services to her clients and others. Presently, she uses Gradient Advisors, L.L.C. and Fortress Financial Solutions, L.L.C. as third-party money managers. This is an investment related business. Mrs. Gooch is currently a licensed insurance agent; however, she does not sell insurance products, and will not affiliate with an insurance company. Mrs. Gooch has worked with this company since August 24, 2021 to present. Mrs. Gooch spends 120 hours per month and 100 hours per month during trading hours on this enterprise. The business' address is 4640 East Sunrise Drive, Suite 211, Tucson, Arizona, 85718. Mrs. Gooch obtained the Certified Financial Planner (CFP) designation in 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-22 |
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