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Current Employers
Gibbs Wealth Management, Llc

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-08-26
CO RA APPROVED 2025-01-01
  • MT RA
    APPROVED
    Since 2025-08-26
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

1430 Country Manor Blvd Suite 2B, Billings, MT 59102 • United States

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

750 W. Eisenhower Blvd #300, Loveland, CO 80537 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tw Retirement Stratigies Llc Loveland CO 08/2013 Present
Triumph Wealth Advisors, Inc. Billings MT 08/2015 08/2018
Gibbs Wealth Management, Llc Alpharetta GA 07/2022 Present
Tw Wealth Management Loveland CO 07/2022 Present
  • 08/2013 → Present
    Tw Retirement Stratigies Llc
    Loveland, CO
  • 08/2015 → 08/2018
    Triumph Wealth Advisors, Inc.
    Billings, MT
  • 07/2022 → Present
    Alpharetta, GA
  • 07/2022 → Present
    Tw Wealth Management
    Loveland, CO
Other Businesses

TW RETIREMENT SOLUTIONS INVESTMENT RELATED INSURANCE AGENT LOVELAND, CO 80537 08/2013 160 HOURS/MONTH 160 HOURS/MONTH TRADING HOURS PEAR TREE COMPANY NOT INVESTMENT RELATED REAL ESTATE HOLDINGS LOVELAND, CO 80537 START DATE: 08/2022 2-4 HOURS/MONTH 0 HOURS/MONTH TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-20
S63 Uniform Securities Agent State Law Examination 1989-12-02
  • S65 Uniform Investment Adviser Law Examination
    2022-07-20
  • S63 Uniform Securities Agent State Law Examination
    1989-12-02

View on SEC IAPD

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