Micah Gibson

Employer firm

Heritage Oak Wealth Advisors CRD 323925

$347M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 04/2019
  Arvest Asset Management
  Bentonville, AR
• 04/2013 → 04/2019
  Arvest Asset Management
  Rogers, AR
• 04/2019 → 05/2023
  Sowell Management Services
  North Little Rock, AR
• 04/2019 → Present
  Heritage Oak Wealth Advisors
  Rogers, AR

Previous Registrations

• 2019-04-05 → 2023-05-01
  Sowell Management
  Rogers, AR
  North Little Rock, AR
• 2003-10-20 → 2019-04-24
  Arvest Wealth Management
  Bentonville, AR
  Rogers, AR
  Rogers, AR
  Rogers, AR
  Lowell, AR
  Pea Ridge, AR
  Bentonville, AR

Exams

• S66 Uniform Combined State Law Examination
  2003-10-17

Other Names

• Micah Craig Gibson