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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-23 |
Branch Locations
200 Whittington Parkway Suite 205, Louisville, KY 40222 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Alpharetta | GA | 09/2020 | 04/2021 |
| Capital Insurance Group, Inc. | Louisville | KY | 07/2015 | Present |
| Kansai Japenese Steakhouse | Clarksville | IN | 05/2006 | 07/2017 |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 04/2021 |
| Kinetic Investment Management, Inc. | Louisville | KY | 02/2021 | 12/2025 |
| Baldwin Financial Group, Llc | Lanesville | IL | 07/2020 | Present |
| Gibbs Wealth Management | Alpharetta | GA | 12/2025 | Present |
CAPITAL INSURANCE GROUP INVESTMENT RELATED INSURANCE AGENT LOUISVILLE, KY 01/2015 180 HOURS/MONTH 130 HOURS/MONTH TRADING HOURS BALDWIN REAL ESTATE, LLC NOT INVESTMENT RELATED PARTNER 02/2023 8 HOURS/MONTH 8 HOURS/MONTH TRADING HOURS THD NOW, LLC NOT INVESTMENT RELATED OWNER Software Design Duties: Development 10/2025 10 HOURS/MONTH 0 HOURS/MONTH TRADING HOURS TACTICAL WAYFINDING NOT INVESTMENT RELATED PARTNER Software Design Duties: Quoting / Billing 03/2023 5 HOURS/MONTH 0 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-02 |
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