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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-27 |
| OH | RA | APPROVED | 2022-06-13 |
Branch Locations
1590 Albon Road Suite 40, Holland, OH 43528 • United States
103 B Degroff Ave, Archbold, OH 43502 • United States
325 E. Maumee St, Adrian, MI 49221 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
15271 Us 224, East Findlay, OH 45840 • United States
410 S. Front Street, Fremont, OH 43420 • United States
315 N. Elizabeth St, Lima, OH 45801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Group Planning | Holland | OH | 02/2017 | Present |
| Swanton Welding Company | Griffin | GA | 02/2004 | 01/2017 |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2018 | 06/2022 |
| Gibbs Wealth Management Llc | Holland | OH | 05/2022 | 05/2022 |
| Gibbs Wealth Management Llc | Alpharetta | GA | 06/2022 | Present |
LEGACY GROUP PLANNING INVESTMENT RELATED INSURANCE AGENT HOLLAND, OH 43528 02/2017 40 HOURS/MONTH 40 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-29 |
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