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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-04-21 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
11413 Lantern Road, Fishers, IN 46038 • United States
9522 Lima Rd #102, Fort Wayne, IN 46818 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Alpharetta | GA | 12/2020 | Present |
| Knepp Enterprise Inc. Dba Knepp Financial Group | Fishers | IN | 08/2005 | Present |
| Bweh Holdings, Llc | Fishers | IN | 07/2019 | Present |
| Visionary Wealth Management, Llc | Alpharetta | GA | 04/2020 | 12/2020 |
| Knepp Wealth Management, Llc | Fishers | IN | 04/2020 | Present |
KNEPP ENTERPRISES DBA KNEPP FINANCIAL GROUP INVESTMENT RELATED INSURANCE AGENT FISHERS, IN 46038 08/2005 40 HOURS/MONTH 20 HOURS/MONTH TRADING HOURS BEWH HOLDINGS, LLC INVESTMENT RELATED REAL ESTATE OWNER FISHERS, IN 46038 07/2019 1 HOUR/MONTH 1 HOUR/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-02 |
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