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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-17 |
| IA | RA | APPROVED | 2020-05-29 |
| IL | RA | APPROVED | 2020-05-08 |
| IN | RA | APPROVED | 2020-04-21 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
116 North Dodge Street Unit 8, Burlington, WI 53105 • United States
200 South Executive Drive Ste. 101, Brookfield, WI 53005 • United States
5758 Elaine Drive Ste. 113, Rockford, IL 61108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Opulence Financial Llc | Burlington | WI | 01/2010 | Present |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 04/2020 | Present |
| B&M Financial Inc. | Burlington | WI | 12/2016 | Present |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 07/2021 |
| Great Lakes Wealth Management | Burlington | WI | 04/2020 | Present |
1ST OPULENCE FINANCIAL INVESTMENT RELATED INSURANCE AGENT BURLINGTON, WI 05/2015 280 HOURS/MONTH 10 HOURS/MONTH TRADING HOURS CHET WHITAKER MEMORIAL HIGHSCHOOL FOUNDATION NOT INVESTMENT RELATED FOUNDATION PRESIDENT INDIANAPOLIS, IN 46227 STARTED IN 2023 20 HOURS/MONTH 0 HOURS/MONTH TRADING HOURS B&M FINANCIAL INVESTMENT RELATED Insurance Agent OWNER BURLINGTON, WI 12/2016 0 HOURS/MONTH 0 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-28 |
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