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RIA / WealthAdvisorCertified Financial Planner12 years in industry

RYAN KENT GIBBS

Advisor at HERITAGE WEALTH MANAGEMENT, INC.

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d50367a-cb88-6f8b-ca88-1f81a3ec0437

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 10, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ryan Kent Gibbs

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: HERITAGE WEALTH MANAGEMENT, INC.
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: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 5, 2014
First registration: Mar 10, 2015
Dual registered: no
IAPD individual key: 6371527

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
HERITAGE WEALTH MANAGEMENT, INC.	Independent wealth	Nov 22, 2021	n/a	yes	SAN DIEGO, CA	Current employment
THE KOCEN FINANCIAL GROUP, INC.	Independent wealth	Mar 10, 2015	Feb 28, 2022	no	SAN DIEGO, CA	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
THE KOCEN FINANCIAL GROUP, INC.	HERITAGE WEALTH MANAGEMENT, INC.	Feb 28, 2022	Nov 22, 2021	-98	Firm change after gap	RIA to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112129:316956:CA:2022-02-28	Feb 28, 2022	Nov 22, 2021	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (2)

→ HERITAGE WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Nov 22, 2021 to presentfactForm ADV
→ THE KOCEN FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Mar 10, 2015 to Feb 28, 2022factForm ADV

Dated events

Occurred
Feb 28, 2022
Advisor changed firm
Ryan Kent Gibbs left The Kocen Financial Group, Inc. for Heritage Wealth Management, Inc. (registered 2021-11-22)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d50367a-cb88-6f8b-ca88-1f81a3ec0437
First observed: Mar 10, 2015
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RYAN KENT GIBBS

Advisor at HERITAGE WEALTH MANAGEMENT, INC.

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d50367a-cb88-6f8b-ca88-1f81a3ec0437

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HERITAGE WEALTH MANAGEMENT, INC.

Independent wealth

Nov 22, 2021

n/a

yes

SAN DIEGO, CA

Current employment

THE KOCEN FINANCIAL GROUP, INC.

Independent wealth

Mar 10, 2015

Feb 28, 2022

SAN DIEGO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

THE KOCEN FINANCIAL GROUP, INC.

HERITAGE WEALTH MANAGEMENT, INC.

Feb 28, 2022

Nov 22, 2021

-98

Firm change after gap

RIA to new firm

Team

Left

Joined

From

Kind

112129:316956:CA:2022-02-28

Feb 28, 2022

Nov 22, 2021

SAN DIEGO, CA

Firm change after gap