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Advisor at GODSEY & GIBB WEALTH MANAGEMENT
RICHMOND, VA
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 |
|---|---|---|---|---|---|---|
| GODSEY & GIBB WEALTH MANAGEMENT | Independent wealth | May 1, 2017 | n/a | yes | RICHMOND, VA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 16, 2005 | Dec 17, 2007 | no | RICHMOND, VA|NEW YORK, NY|WEEHAWKEN, NJ | Previous registration |
| BOFA ADVISORS, LLC | Former SEC adviser | Feb 3, 2005 | May 6, 2005 | no | RICHMOND, VA | Previous registration |
| BACAP DISTRIBUTORS, LLC | n/a | Aug 19, 2004 | Feb 3, 2005 | no | RICHMOND, VA | Previous registration |
| ROBERT FLEMING INC. | n/a | Nov 4, 2002 | Dec 20, 2002 | no | NEW YORK, NY | Previous registration |
| J.P. MORGAN INVESTMENT MANAGEMENT INC. | Asset manager | Oct 24, 2002 | Dec 20, 2002 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | GODSEY & GIBB WEALTH MANAGEMENT | Dec 17, 2007 | May 1, 2017 | 3,423 | Firm change after gap | Other |
| BOFA ADVISORS, LLC | UBS FINANCIAL SERVICES INC. | May 6, 2005 | Aug 16, 2005 | 102 | Firm change | Other |
| BACAP DISTRIBUTORS, LLC | BOFA ADVISORS, LLC | Feb 3, 2005 | Feb 3, 2005 | 0 | Firm change | Other |
| J.P. MORGAN INVESTMENT MANAGEMENT INC. | ROBERT FLEMING INC. | Dec 20, 2002 | Nov 4, 2002 | -46 | Firm change after gap | Other |
| ROBERT FLEMING INC. | BACAP DISTRIBUTORS, LLC | Dec 20, 2002 | Aug 19, 2004 | 608 | Firm change after gap | Other |