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Current Employers
Gibbs Wealth Management, Llc

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • CA RA
    APPROVED
    Since 2024-10-25
  • CO RA
    APPROVED
    Since 2024-10-25
  • FL RA
    APPROVED
    Since 2024-10-25
  • WI RA
    APPROVED
    Since 2024-10-25
  • OH RA
    APPROVED
    Since 2021-10-06
  • NC RA
    APPROVED
    Since 2020-06-01
  • IA RA
    APPROVED
    Since 2020-05-29
  • IL RA
    APPROVED
    Since 2020-05-08
  • IN RA
    APPROVED
    Since 2020-04-21
  • GA RA
    APPROVED
    Since 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

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
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
  • 09/2015 → Present
    Alpharetta, GA
  • 01/2013 → Present
    Gibbs Financial Group
    Alpharetta, GA
  • 04/2019 → Present
    Sjm Real Estate Holdings, Llc
    Alpharetta, GA
  • 12/2014 → Present
    Gibbs Marketing Inc.
    Alpharetta, GA
  • 12/2020 → 07/2021
    Visionary Wealth Management, Llc
    Alpharetta, GA
Previous Registrations
  • 2021-05-27 → 2021-08-11
    Visionary Wealth Management, Llc
    Alpharetta, GA
  • 2014-12-05 → 2015-11-23
    Alpharetta, GA
    Acworth, GA
  • 2014-02-14 → 2014-11-21
    Berman Capital Advisors, Llc
    Atlanta, GA
  • 2013-07-23 → 2014-02-06
    Berman Capital Advisors, Llc
    Atlanta, GA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-02
S63 Uniform Securities Agent State Law Examination 1998-12-17
  • S65 Uniform Investment Adviser Law Examination
    2013-07-02
  • S63 Uniform Securities Agent State Law Examination
    1998-12-17
Other Names
  • Bo Gibbs

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