Robert Steven Messina

Employer firm

Gibbs Wealth Management, LLC CRD 281621

$1.06B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2013 → 04/2023
  Messina And Associates, Inc. Dba Financial Resources Group
  Newport Beach, CA
• 04/2023 → Present
  Gibbs Wealth Management, Llc
  Newport Beach, CA

Previous Registrations

• 2018-01-23 → 2023-07-20
  Financial Resources Group
  Newport Beach, CA
• 2014-10-10 → 2017-12-31
  Financial Resources Group
  Newport Beach, CA
• 2013-07-03 → 2014-10-10
  Sgl Financial, Llc
  Newport Beach, CA
• 2010-11-09 → 2013-08-23
  Fa Advisor Network, Llc.
  Irvine, CA
  Dallas, TX
• 2007-09-03 → 2010-09-27
  Usa Wealth Management Llc
  Laguna Niguel, CA
  Grand Rapids, MI

Other Businesses

FRG Insurance Solutions Inc. Not investment related. 660 Newport Center Drive Suite 700, Newport Beach, CA 92660 Insurance Sales President 3/27/2015 100 hours devoted per month 25 hours during securities trading hours weekly Fixed Indexed Annuity and Life Insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-31