Best Investors
Account
Sign in
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-25 |
| CO | RA | APPROVED | 2024-10-25 |
| FL | RA | APPROVED | 2024-10-25 |
| WI | RA | APPROVED | 2024-10-25 |
| OH | RA | APPROVED | 2021-10-06 |
| NC | RA | APPROVED | 2020-06-01 |
| IA | RA | APPROVED | 2020-05-29 |
| IL | RA | APPROVED | 2020-05-08 |
| IN | RA | APPROVED | 2020-04-21 |
| GA | RA | APPROVED | 2015-11-19 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
1755 North Brown Rd Suite 200, Lawrenceville, GA 30043 • United States
125 Townpark Drive Suite 300, Kennesaw, GA 30144 • United States
5555 Glenridge Connector Suite #200, Sandy Springs, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Alpharetta | GA | 09/2015 | Present |
| Gibbs Financial Group | Alpharetta | GA | 01/2013 | Present |
| Sjm Real Estate Holdings, Llc | Alpharetta | GA | 04/2019 | Present |
| Gibbs Marketing Inc. | Alpharetta | GA | 12/2014 | Present |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 07/2021 |
1) GIBBS FINANCIAL GROUP, LLC. (GFG) ALPHARETTA, GA. 30009. GFG IS A DBA FOR MR. GIBBS' INSURANCE SALES THROUGH VARIOUS FMOS. MR. GIBBS IS THE PRESIDENT AND IS RESPONSIBLE FOR ITS FORMATION AND OPERATIONS. APPROX. 90% OF HIS TIME IS SPENT IN THIS BUSINESS. 2) SJM REAL ESTATE HOLDINGS, LLC; ALPHARETTA, GA; NOT INVESTMENT RELATED; OWNER; CREATED FOR TAX PURPOSES FOR PAYING MORTGAGE ON BUILDING; START 04/2019; APPROX 1 HR PER MONTH SPENT IN THIS BUSINESS. 3) GIBBS MARKETING INC.; ALPHARETTA, GA; NOT INVESTMENT RELATED; OWNER; CREATED FOR TAX PURPOSES FOR PAYING MARKETING EXPENSES; START 12/2014; APPROXIMATELY 1 HR PER MONTH SPENT IN THIS BUSINESS. 4)GIBBS WEALTH MANAGEMENT, LLC; ALPHARETTA, GA; INVESTMENT RELATED; OWNER AND INVESTMENT ADVISOR REPRESENTATIVE; START 09/2015; APPROXIMATELY 10% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-17 |
Reach out to this advisor