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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
42714 Woodward Ave, B, Bloomfield Hills, MI 48304 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bloomfield Hills | MI | 10/2002 | Present |
| Gofrank & Mattina, P.C. | Rochester Hills | MI | 06/1996 | 08/2018 |
| Wealthcare Advisory Partners Llc | Bloomfield Hills | MI | 02/2018 | 05/2023 |
| Mattina, Kent, & Gibbons, P.C. | Rochester | MI | 06/1996 | Present |
| Integrated Wealth Concepts, Llc | Bloomfield Hills | MI | 01/2023 | 03/2025 |
| Wealthcare Advisory Partners Llc | Bloomfield Hills | MI | 03/2025 | Present |
1) 1) Mr. Gibbons is dually registered as an investment advisor representative with WealthCare Advisory Partners LLC ("WCAP") and as a registered representative with LPL Financial LLC ("LPL Financial"). Business is conducted from 42714 Woodward Ave, B, Bloomfield Hills, MI 48304. Approximately 50% of Mr. Gibbons' time spent on registered activities is for services as an investment advisor representative of WCAP and the balance as a registered representative of LPL Financial. 2) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Mattina, Kent & Gibbons, P.C.; Not investment-related; 10 S. Main Street, Suite 104, Mount Clemens, MI 48043; Certied Public Accountant; Tax and accounting services; Full-time, salaried position. 4) GMG Investment Property, LLC; Not investment-related; 1214 N Main Street, Rochester, MI. 48307; Member; Passive investment in commercial rental real estate property; 0% of time during the month. 5) Lapeer County Community Foundation; Not investment-related; 235 W. Nepessing Street, Lapeer, MI. 48446; Charitable organization; Board Member; Treasurer of the Foundation - Review and approve checks written, on the finance, executive and donor development committees. Work with outside CPA firm on financial statements; Less than 5% of time during the month. 6) Wealthcare Management Services; Investment-related; Doing Business As ("DBA") name for investment advisory activities via Wealthcare Advisory Partners LLC; Investment Advisor Representative; Full-time position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-17 |
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