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Philip Lynn Gibbs

Trella Wealth

Bowling Green, KY

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Current Employers
Trella Wealth

Bowling Green, KY • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-02-06
TX RA APPROVED_RES 2021-09-03
KY RA APPROVED 2021-08-26
  • LA RA
    APPROVED
    Since 2023-02-06
  • TX RA
    APPROVED_RES
    Since 2021-09-03
  • KY RA
    APPROVED
    Since 2021-08-26

Branch Locations

Bowling Green, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argi Investment Services Louisville KY 02/2015 08/2021
Trella Wealth Llc Bowling Green KY 03/2021 Present
  • 02/2015 → 08/2021
    Argi Investment Services
    Louisville, KY
  • 03/2021 → Present
    Trella Wealth Llc
    Bowling Green, KY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-24
  • S65 Uniform Investment Adviser Law Examination
    2015-01-24
Designations
Other Names
  • Pj Gibbs
  • Philip Gibbs
  • Philip L Gibbs

View on SEC IAPD

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