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Scott Robert Gibson

Retirement Maximizer, Inc.

Hillsboro Beach, FL

CRD 4653422

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Employer firm

Retirement Maximizer, Inc. CRD 165702

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Maximizer, Inc.

Hillsboro Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-10-22
FL RA APPROVED 2013-01-08
  • TX RA
    APPROVED
    Since 2013-10-22
  • FL RA
    APPROVED
    Since 2013-01-08

Branch Locations

Hillsboro Beach, FL • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
American Airlines Tulsa OK 11/1984 03/2020
401K Maximizer, Inc. Delray Beach FL 05/2004 Present
Retirement Maximizer, Inc. Hillsboro Beach FL 09/2012 Present
  • 11/1984 → 03/2020
    American Airlines
    Tulsa, OK
  • 05/2004 → Present
    401K Maximizer, Inc.
    Delray Beach, FL
  • 09/2012 → Present
    Hillsboro Beach, FL
Previous Registrations
  • 2002-03-11 → 2005-03-01
    Analytic Financial Solutions, Inc.
    Hillsboro Beach, FL
Other Businesses

The name of your outside business activity: 401k Maximizer, Inc. ? Whether the business is investment-related: Yes ? The address of the other business: 1063 Hillsboro Mile #209, Hillsboro Beach, FL 33062 ? The nature of the other business: Newsletter ? Your position, title, or relationship with the other business: Officer and co-owner ? The start date of your relationship: 2004 ? The approximate number of hours per month you devote to the other business: 10 hours ? The number of hours you devote to the other business during securities trading hours: 0 ? Briefly describe your duties relating to the other business: Write newsletter offering guidance to self-directed retirement investors

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-20
  • S65 Uniform Investment Adviser Law Examination
    2012-09-20
Other Names
  • Scott Robert Gibson

View on SEC IAPD

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