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Advisor at GIBBS WEALTH MANAGEMENT, LLC
Saint Charles, MN | 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 | Jul 2, 2025 | n/a | yes | Saint Charles, MN|ALPHARETTA, GA | Current employment |
| TRANSCE3ND LLC | Independent wealth | Sep 12, 2024 | Jul 29, 2025 | no | St Charles, MN|BUDA, TX | Previous registration |
| REALTA INVESTMENT ADVISORS, INC | Bd affiliated wealth | Sep 5, 2024 | Jan 28, 2025 | no | SAINT CHARLES, MN|WILMINGTON, DE | Previous registration |
| COPPELL ADVISORY SOLUTIONS LLC | Independent wealth | Mar 29, 2022 | Sep 6, 2024 | no | DALLAS, TX|St. Charles, MN | Previous registration |
| ONYX BRIDGE WEALTH GROUP LLC | Independent wealth | Dec 1, 2020 | May 2, 2022 | no | TARRYTOWN, NY|Saint Charles, MN | Previous registration |
| FBL WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Aug 19, 2018 | Dec 4, 2020 | no | West Des Moines, IA | Previous registration |
| FBL INVESTMENT MANAGEMENT SERVICES, INC. | Former SEC adviser | Feb 2, 2018 | Aug 19, 2018 | no | West Des Moines, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSCE3ND LLC | GIBBS WEALTH MANAGEMENT, LLC | Jul 29, 2025 | Jul 2, 2025 | -27 | Firm change | RIA to RIA |
| REALTA INVESTMENT ADVISORS, INC | TRANSCE3ND LLC | Jan 28, 2025 | Sep 12, 2024 | -138 | Firm change after gap | Ibd to RIA |
| COPPELL ADVISORY SOLUTIONS LLC | REALTA INVESTMENT ADVISORS, INC | Sep 6, 2024 | Sep 5, 2024 | -1 | Firm change | RIA to ibd |
| ONYX BRIDGE WEALTH GROUP LLC | COPPELL ADVISORY SOLUTIONS LLC | May 2, 2022 | Mar 29, 2022 | -34 | Firm change after gap | RIA to RIA |
| FBL WEALTH MANAGEMENT, LLC | ONYX BRIDGE WEALTH GROUP LLC | Dec 4, 2020 | Dec 1, 2020 | -3 | Firm change | Other |
| FBL INVESTMENT MANAGEMENT SERVICES, INC. | FBL WEALTH MANAGEMENT, LLC | Aug 19, 2018 | Aug 19, 2018 | 0 | Bulk transfer | Other |