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Detailed Report
MARCELO RICARDO MARINHO-GOMES
MARCELO RM GOMES, MARCELO GOMES, MARCELO MARINHO
CRD#: 5644106
IA
Investment Adviser
B
Broker
SVB WEALTHCRD#: 172832 2750 E. Cottonwood Parkway Suite 420
Cottonwood Heights, UT 84121
FIRST CITIZENS INVESTOR SERVICES, INC.CRD#: 44430 2750 E. Cottonwood Parkway
Suite 420
Cottonwood Heights, UT 84121
Registration History
2010201220142016201820202022202420262 FIRMS2009 - 2010 (<1 year)2 FIRMS2010 - 2021 (11 years)IASVB WEALTH (CRD# 172832)2022 - Present (2 years)BFIRST CITIZENS INVESTOR SERVIC... (CRD# 44430)2024 - Present (1 year)BSVB INVESTMENT SERVICES INC. (CRD# 168116)2021 - 2023 (2 years)IASVB INVESTMENT SERVICES INC. (CRD# 168116)2021 - 2022 (<1 year)
License(s)

State Registrations

IA
Arizona 7/28/2022
IA
New Jersey 6/29/2022
IA
California 6/28/2022
IA
New York 7/28/2022
IA
Colorado 8/1/2022
IA
Oregon 8/5/2022
IA
Connecticut 6/29/2022
IA
Pennsylvania 6/29/2022
IA
Indiana 5/28/2024
IA
Texas 6/28/2022
IA
Michigan 6/30/2022
IA
Utah 7/28/2022
IA
Missouri 6/29/2022
B
Utah 1/10/2024
IA
Nevada 7/29/2022
IA
Washington 8/1/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SVB WEALTH (CRD#:172832)
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121
Registered with this firm since 6/28/2022
B
FIRST CITIZENS INVESTOR SERVICES, INC. (CRD#:44430)
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121
Registered with this firm since 1/10/2024
Previous Registration(s)
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B
 12/03/2021 - 12/31/2023 SVB INVESTMENT SERVICES INC. (CRD#:168116) Cottonwood Heights, UT
IA
 12/06/2021 - 07/29/2022 SVB INVESTMENT SERVICES INC. (CRD#:168116) Cottonwood Heights, UT
IA
 03/31/2010 - 12/20/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) BOUNTIFUL, UT
B
 03/19/2010 - 12/20/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) BOUNTIFUL, UT
IA
 06/30/2009 - 03/22/2010 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) MESA, AZ
B
 05/01/2009 - 03/22/2010 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) MESA, AZ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.