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Juliann J. Gibson

Portfolio Medics, LLC

Folsom, CA

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Current Employers
Portfolio Medics, Llc

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-05
NV RA APPROVED 2022-06-16
UT RA APPROVED 2022-05-31
CA RA APPROVED 2022-05-29
CO RA APPROVED 2022-05-29
TX RA APPROVED 2022-05-29
  • AZ RA
    APPROVED
    Since 2024-09-05
  • NV RA
    APPROVED
    Since 2022-06-16
  • UT RA
    APPROVED
    Since 2022-05-31
  • CA RA
    APPROVED
    Since 2022-05-29
  • CO RA
    APPROVED
    Since 2022-05-29
  • TX RA
    APPROVED
    Since 2022-05-29

Branch Locations

Folsom, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gibson Capital Management Bountiful UT 01/1999 Present
  • 01/1999 → Present
    Gibson Capital Management
    Bountiful, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-28
  • S65 Uniform Investment Adviser Law Examination
    2022-04-28

View on SEC IAPD

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