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Advisor at GIBBS WEALTH MANAGEMENT, LLC
Lawrenceville, GA | Sandy Springs, GA | Kennesaw, GA | ALPHARETTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GIBBS WEALTH MANAGEMENT, LLC | Independent wealth | Nov 19, 2015 | n/a | yes | ALPHARETTA, GA|Lawrenceville, GA|Kennesaw, GA|Sandy Springs, GA | Current employment |
| VISIONARY WEALTH MANAGEMENT, LLC | Former SEC adviser | May 27, 2021 | Aug 11, 2021 | no | ALPHARETTA, GA | Previous registration |
| TRIUMPH WEALTH ADVISORS, INC. | Former SEC adviser | Dec 5, 2014 | Nov 23, 2015 | no | ALPHARETTA, GA|ACWORTH, GA | Previous registration |
| BERMAN CAPITAL ADVISORS, LLC | Former SEC adviser | Feb 14, 2014 | Nov 21, 2014 | no | ATLANTA, GA | Previous registration |
| BERMAN CAPITAL ADVISORS, LLC | Former SEC adviser | Jul 23, 2013 | Feb 6, 2014 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VISIONARY WEALTH MANAGEMENT, LLC | n/a | Aug 11, 2021 | n/a | n/a | Departure no registered destination | Departure |
| TRIUMPH WEALTH ADVISORS, INC. | GIBBS WEALTH MANAGEMENT, LLC | Nov 23, 2015 | Nov 19, 2015 | -4 | Firm change | Other |
| BERMAN CAPITAL ADVISORS, LLC | TRIUMPH WEALTH ADVISORS, INC. | Nov 21, 2014 | Dec 5, 2014 | 14 | Firm change | Other |