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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-14 |
Branch Locations
12600 N Featherwood Drive Ste 120, Houston, TX 77034 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planners Of Texas, Llc | Pearland | TX | 01/2014 | Present |
| Gibbs Wealth Management, Llc | Houston | TX | 12/2023 | Present |
Retirement Planners of Texas Investment Related Insurance Agent 12600 N Featherwood Dr, Ste 120, Houston, TX 77034 01/2014 140 hours/month 140 hours/month during trading hours RPT Marketing, Inc. Not Investment Related Owner 12600 N Featherwood Dr, Ste 120, Houston, TX 77034 01/2014 30 hours/month 30 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-16 |
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