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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-08
  • VA RA
    APPROVED
    Since 2024-11-08

Branch Locations

8292 A Old Courthouse Rd, Vienna, VA 22182 • 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
Gibbons & Gibbons Pc Vienna VA 01/1992 Present
Securities Service Network Vienna VA 12/2016 09/2020
Gibbons Business Solutions Vienna VA 01/2001 Present
Ssn Advisory, Inc Vienna VA 02/2017 09/2020
Securities America, Inc. Vienna VA 09/2020 06/2024
Arbor Point Advisors Vienna VA 09/2020 11/2024
Osaic Wealth, Inc. Vienna VA 06/2024 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 01/1992 → Present
    Gibbons & Gibbons Pc
    Vienna, VA
  • 12/2016 → 09/2020
    Securities Service Network
    Vienna, VA
  • 01/2001 → Present
    Gibbons Business Solutions
    Vienna, VA
  • 02/2017 → 09/2020
    Ssn Advisory, Inc
    Vienna, VA
  • 09/2020 → 06/2024
    Securities America, Inc.
    Vienna, VA
  • 09/2020 → 11/2024
    Arbor Point Advisors
    Vienna, VA
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Vienna, VA
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2020-09-18 → 2024-11-08
    Arbor Point Advisors
    Vienna, VA
  • 2018-01-25 → 2020-09-18
    Ssn Advisory, Inc.
    Vienna, VA
  • 2017-05-05 → 2018-01-19
    Ssn Advisory, Inc.
    Vienna, VA
Other Businesses

1. GIBBONS & GIBBONS PC POSITION: CPA/owner NATURE: Certified Public Accountant INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/1993 ADDRESS: 8292 A Old Courthouse Rd, Vienna VA 22182 DESCRIPTION: perform tax return preparation, small business accounting and QuickBooks accounting software setup and cleanup services. 2. GIBBONS BUSINESS SOLUTIONS POSITION: owner NATURE: sale of accounting and payroll software INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/17/1997 ADDRESS: 8292 A Old Courthouse Rd, Vienna VA 22182 DESCRIPTION: receive referral fees for QuickBooks software and payroll service 3. JOSEPH P GIBBONS POSITION: principal NATURE: selling multiyear guaranteed fixed rate annuities through Highland Capital Brokerage, Inc INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/27/2022 ADDRESS: 8292 A Old Courthouse Rd, Vienna VA 22182 DESCRIPTION: Selling multiyear guaranteed fixed rate annuities through Highland Capital Brokerage Inc

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-20
  • S66 Uniform Combined State Law Examination
    2017-02-20
Other Names
  • Joseph Gibbons

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