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RIA / WealthAdvisor18 years in industry

PETER WILLIAM DOTSON

Advisor at GIBBS WEALTH MANAGEMENT, LLC

ALPHARETTA, GA | Livonia, MI | Brighton, MI | Trenton, MI

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Search this name across graphsid dfx:ria:0058e873-c31f-031d-7e86-425b21672cf8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Dec 15, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GIBBS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 4, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Jun 4, 2008
First registration: Dec 15, 2011
Dual registered: no
IAPD individual key: 5483835

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GIBBS WEALTH MANAGEMENT, LLC	Independent wealth	Nov 29, 2025	n/a	yes	Brighton, MI\|ALPHARETTA, GA\|Livonia, MI\|Trenton, MI	Current employment
BCD ADVISORS	State registered	Aug 28, 2019	Aug 26, 2024	no	Livonia, MI	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Feb 1, 2019	Sep 26, 2019	no	Livonia, MI	Previous registration
HBW ADVISORY SERVICES LLC	Independent wealth	Apr 12, 2018	Dec 31, 2018	no	LIVONIA, MI\|SIMI VALLEY, CA	Previous registration
FORESTERS EQUITY SERVICES, INC.	Former SEC adviser	Jul 28, 2015	Apr 25, 2018	no	LIVOINIA, MI\|LIVONIA, MI	Previous registration
RETIREMENT RESOURCES, LLC	Independent wealth	May 22, 2013	Jun 19, 2015	no	AUBURN HILLS, MI	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Jan 23, 2013	Jul 1, 2013	no	LIVONIA, MI\|ARDEN HILLS, MN	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Dec 15, 2011	Jan 17, 2013	no	LIVONIA, MI\|SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BCD ADVISORS	GIBBS WEALTH MANAGEMENT, LLC	Aug 26, 2024	Nov 29, 2025	460	Firm change after gap	Other
COPPELL ADVISORY SOLUTIONS LLC	BCD ADVISORS	Sep 26, 2019	Aug 28, 2019	-29	Firm change	RIA to state RIA
HBW ADVISORY SERVICES LLC	COPPELL ADVISORY SOLUTIONS LLC	Dec 31, 2018	Feb 1, 2019	32	Firm change	RIA to RIA
FORESTERS EQUITY SERVICES, INC.	HBW ADVISORY SERVICES LLC	Apr 25, 2018	Apr 12, 2018	-13	Firm change	Ibd to RIA
RETIREMENT RESOURCES, LLC	FORESTERS EQUITY SERVICES, INC.	Jun 19, 2015	Jul 28, 2015	39	Firm change	Other
GRADIENT ADVISORS, LLC	RETIREMENT RESOURCES, LLC	Jul 1, 2013	May 22, 2013	-40	Firm change after gap	Other
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	GRADIENT ADVISORS, LLC	Jan 17, 2013	Jan 23, 2013	6	Firm change	Other

Relationships

Registered with (8)

→ GIBBS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 29, 2025 to presentfactForm ADV
→ BCD ADVISORSRegistered adviserregistration: previous registration
Aug 28, 2019 to Aug 26, 2024factForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Feb 1, 2019 to Sep 26, 2019factForm ADV
→ HBW ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Apr 12, 2018 to Dec 31, 2018factForm ADV
→ FORESTERS EQUITY SERVICES, INC.Registered adviserregistration: previous registration
Jul 28, 2015 to Apr 25, 2018factForm ADV
→ RETIREMENT RESOURCES, LLCRegistered adviserregistration: previous registration
May 22, 2013 to Jun 19, 2015factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 23, 2013 to Jul 1, 2013factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Dec 15, 2011 to Jan 17, 2013factForm ADV

Dated events

Occurred
Aug 26, 2024
Advisor changed firm
Peter William Dotson left Bcd Advisors for Gibbs Wealth Management, Llc (registered 2025-11-29)
Form ADVobserved 6 days ago