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RIA / WealthAdvisor35 years in industry

KEVIN DAVID RILEY

Advisor at GODSEY & GIBB WEALTH MANAGEMENT

RICHMOND, VA | GREENVILLE, SC

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Search this name across graphsid dfx:ria:f4df44d6-bff3-4949-ef6a-b38233d52b22

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 5, 1992 to Sep 15, 2026

Across DFX

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.

Facts

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

Current firm: GODSEY & GIBB WEALTH MANAGEMENT
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: Sep 11, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Sep 11, 1991
First registration: Mar 5, 1992
Dual registered: no
IAPD individual key: 2169482

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
GODSEY & GIBB WEALTH MANAGEMENT	Independent wealth	Jul 8, 2015	n/a	yes	GREENVILLE, SC\|RICHMOND, VA	Current employment
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Dec 23, 2013	Jun 25, 2015	no	PONTE VEDRA BEACH, FL	Previous registration
MARSHWINDS ADVISORY CO	Former SEC adviser	Feb 21, 2013	Dec 4, 2013	no	PONTE VEDRA BEACH, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 5, 1992	Aug 23, 2012	no	PONTE VEDRA BEACH, FL\|Jacksonville, FL\|Savannah, GA\|PONTE VEDRA, FL\|Tallahassee, FL	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
USAA FINANCIAL PLANNING SERVICES	GODSEY & GIBB WEALTH MANAGEMENT	Jun 25, 2015	Jul 8, 2015	13	Firm change	Other
MARSHWINDS ADVISORY CO	USAA FINANCIAL PLANNING SERVICES	Dec 4, 2013	Dec 23, 2013	19	Firm change	Other
CHARLES SCHWAB & CO., INC.	MARSHWINDS ADVISORY CO	Aug 23, 2012	Feb 21, 2013	182	Firm change	Other

Relationships

Registered with (4)

→ GODSEY & GIBB WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 8, 2015 to presentfactForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Dec 23, 2013 to Jun 25, 2015factForm ADV
→ MARSHWINDS ADVISORY CORegistered adviserregistration: previous registration
Feb 21, 2013 to Dec 4, 2013factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 5, 1992 to Aug 23, 2012factForm ADV

Dated events

No dated event names this entity yet.