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Advisor at GIBBS WEALTH MANAGEMENT, LLC
Germantown, WI | Elm Grove, WI | Orland Park, IL | ALPHARETTA, GA | Palos Hills, IL
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 | Feb 23, 2023 | n/a | yes | ALPHARETTA, GA|Germantown, WI|Palos Hills, IL|Orland Park, IL|Elm Grove, WI | Current employment |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jun 8, 2020 | Jan 19, 2023 | no | WHEATON, IL|Germantown, WI | Previous registration |
| SIMPLICITY WEALTH | Mixed wealth | Dec 20, 2019 | Jun 1, 2020 | no | Germantown, WI|SUMMIT, NJ | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jul 24, 2017 | Dec 31, 2019 | no | Milwaukee, WI|WHEATON, IL|Germantown, WI | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Oct 8, 2014 | Jul 27, 2017 | no | NAPERVILLE, IL | Previous registration |
| FIRST ADVISORS NATIONAL, LLC | Independent wealth | Apr 4, 2014 | Aug 25, 2014 | no | NAPERVILLE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC | GIBBS WEALTH MANAGEMENT, LLC | Jan 19, 2023 | Feb 23, 2023 | 35 | Firm change | RIA to RIA |
| SIMPLICITY WEALTH | BROOKSTONE CAPITAL MANAGEMENT LLC | Jun 1, 2020 | Jun 8, 2020 | 7 | Firm change | RIA to RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | SIMPLICITY WEALTH | Dec 31, 2019 | Dec 20, 2019 | -11 | Firm change | RIA to new firm |
| HORTER INVESTMENT MANAGEMENT, LLC | BROOKSTONE CAPITAL MANAGEMENT LLC | Jul 27, 2017 | Jul 24, 2017 | -3 | Firm change | Other |
| FIRST ADVISORS NATIONAL, LLC | HORTER INVESTMENT MANAGEMENT, LLC | Aug 25, 2014 | Oct 8, 2014 | 44 | Firm change | Other |