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Cynthia A. Thomas

MARTINWOLF
Scottsdale, AZ 85254
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CRD#: 3017904
CT

Professional summary


Cynthia Anne Thomas, who also goes by Cynthia Anne Rubin, is a registered financial professional currently at MARTINWOLF located in Scottsdale, Arizona.

Cynthia is registered as a RR (Registered Representative) and started their career in finance in 2000. Cynthia has worked at 3 firms and has passed the Series 63, Series 66, SIE, Series 79, Series 87, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cynthia Anne Rubin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Cynthia Anne Thomas's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 7, 2017 - Present

MARTINWOLF

Office #1: 7000 E Shea Blvd Suite E130, Scottsdale, AZ 85254
BD
CRD#: 47936
Scottsdale, AZ
Past

November 5, 2004 - June 4, 2009

CITIZENS JMP SECURITIES, LLC

BD
CRD#: 22208
SAN FRANCISCO, CA
Past

December 6, 2000 - December 20, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/12/2024)
RR
California
(12/20/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 12/20/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/12/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 1/18/2001
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MA
MARTINWOLF
LILLIAN CAPITAL LLC | MARTINWOLF | MARTIN WOLF SECURITIES, LLC | MARTIN WOLF | LILLIAN SECURITIES LLC

CRD#: 47936 / SEC#: , 8-51965

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
7000 E Shea Blvd Suite E130, Scottsdale, AZ 85254
Mailing Address
7000 E Shea Blvd Suite E130, Scottsdale, AZ 85254
Phone number
(925) 355-0110
Established
Arizona since 02/07/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MARTIN WOLF ASSOCIATES, INC.SOLE OWNER
POSTREL, HELENE BERSONFINOP, CFO
WOLF, MARTIN DOUGLASCHIEF COMPLIANCE OFFICER

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MARTINWOLF

CRD#: 47936Scottsdale, AZ 85254

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