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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-16 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
29800 Agoura Road Suite 104, Agoura Hills, CA 91301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winer Wealth Management Inc | Woodland Hills | CA | 10/2014 | 09/2016 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 08/2021 | Present |
| Evergreen Team Insurance Marketing | Agoura Hills | CA | 06/2015 | Present |
| Evergreen Team Wealth Management | Agoura Hills | CA | 08/2021 | Present |
Evergreen Team Insurance Marketing, LLC Owner Insurance Agent Investment Related Start Date 6.2015 200 hours per month / 180 hours per month during trading hours Aqua Vend Corp, dba Aqua Skill Manufacturing President Amusement Games Not investment related Start Date: 1.2000 10 hours per month, not during trading hours Gentworth Life Insurance Company Owner Residual Insurance Commissions Investment Related Start Date 8.2021 0 hours per month / 0 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-06 |
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