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Marcos Christian Goodman

Gbg Wealth Management LLC

Mesa, AZ

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Current Employers
Gbg Wealth Management Llc

10465 Park Meadows Dr #107, Lone Tree, CO 80124 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-12-02
  • AZ RA
    APPROVED
    Since 2024-12-02

Branch Locations

1830 S Alma School Rd Suite 116, Mesa, AZ 85210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gallacher, Bosen & Goodman Pllc Mesa AZ 01/2006 Present
Gbg Wealth Management, Llc Mesa AZ 09/2024 Present
Other Businesses

(1) 01/01/2006 - TAX PREP/ACCOUNTING/BOOKKEEPING - GALLACHER, BOSEN, & GOODMAN, PLLC - TAXES, ACCOUNTING, PAYROLL, COMPILATIONS, CONSULTING. - TIME SPENT 80%. (2) 04/2012 - GBG HOLDINGS LLC - REAL ESTATE RENTAL - ONE COMMERCIAL SUITE. THIS BUILDING IS OCCUPIED BY OUR CPA FIRM LISTED AS OBA - TIME SPENT 2% - MESA, AZ (3) 12/23/2013 - 35 VINEYARD LLC - COMMERCIAL LAND RENTAL - TIME SPENT 2% - MESA, AZ (4) 01/2020 - ARIZONA PLUMBING EXPERTS LLC - PLUMBING AND SEPTIC SERVICES. TIME SPENT 2% - MESA, AZ (5) 08/2015 - COAZ HOLDINGS LLC - REAL ESTATE RENTAL - ONE COMMERCIAL SUITE. THIS BUILDING IS OCCUPIED BY OUR CPA FIRM LISTED AS OBA - TIME SPENT 2% - MESA, AZ

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-02-07

View on SEC IAPD

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