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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-29 |
Branch Locations
10315 Grand River Ave Suite 306, Brighton, MI 48116 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
9424 Newburgh Road, Livonia, MI 48150 • United States
3133 Van Horn Rd, Trenton, MI 48183 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity Services, Inc. | San Diego | CA | 07/2015 | 01/2019 |
| Fusion Capital Management | Dallas | TX | 01/2019 | 08/2019 |
| Bcd Advisors | Livonia | MI | 08/2019 | 05/2022 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 05/2022 | Present |
| 360 Wealth Management | Livonia | MI | 09/2014 | Present |
CPD INVESTMENTS DBA 360 FINANCIAL GROUP INVESTMENT RELATED INSURANCE AGENT 37799 PROFESSIONAL CTR DR., STE 107, LIVONIA, MI 48514 09/2014 240 HOURS/MONTH 160 HOURS/MONTH TRADING HOURS APD REAL ESTATE, LLC NOT INVESTMENT RELATED MANAGING MEMBER 37799 PROFESSIONAL CTR DR., STE 107, LIVONIA, MI 48514 01/2021 4 HOURS/MONTH 0 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-28 |
| S66 | Uniform Combined State Law Examination | 2008-06-04 |
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