DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

John Paul Reising

Gibbs Wealth Management, LLCindependent RIADanville, Ca IA-onlyIAPD 2308309

Feed of 09/15/2026

At current firm

2 y

since Jan 4, 2024

In the industry

33 y

since Jan 22, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gibbs Wealth Management, LLC independent RIA current
since Jan 4, 2024 · Danville, Ca
Brookstone Capital Management LLC independent RIA
May 24, 2019 to Jan 2, 2024 · Pleasanton, Ca
Reising Financial Services, Inc. unclassified
Nov 13, 2014 to Oct 26, 2017 · Alameda, Ca
Trustmont Advisory Group, Inc. BD affiliated
Jun 9, 2009 to Dec 4, 2012 · Greensburg, Pa
Voya Financial Advisors, Inc. BD affiliated
Apr 30, 2004 to Jun 5, 2009 · Oakland, Ca
Morgan Stanley Dw Inc. unclassified
May 22, 2002 to Jan 8, 2004 · Hayward, Ca

Moves

a registration end followed by a registration begin elsewhere

Brookstone Capital Management LLC to Gibbs Wealth Management, LLC
left Jan 2, 2024, registered Jan 4, 2024 (2 days) · RIA to RIA
Reising Financial Services, Inc. to Brookstone Capital Management LLC
left Oct 26, 2017, registered May 24, 2019 (575 days) · Other
Trustmont Advisory Group, Inc. to Reising Financial Services, Inc.
left Dec 4, 2012, registered Nov 13, 2014 (709 days) · Other
Voya Financial Advisors, Inc. to Trustmont Advisory Group, Inc.
left Jun 5, 2009, registered Jun 9, 2009 (4 days) · Other
Morgan Stanley Dw Inc. to Voya Financial Advisors, Inc.
left Jan 8, 2004, registered Apr 30, 2004 (113 days) · Other

Signals

John Paul Reising left Brookstone Capital Management Llc for Gibbs Wealth Management, Llc (registered 2024-01-04)
Jan 2, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address