Daniel Roy Mowery

Employer firm

Gibbs Wealth Management, LLC CRD 281621

$1.06B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 09/2020
  Retirement Wealth Advisors
  Atlanta, GA
• 05/2017 → 09/2020
  Hoffman Financial Group
  Atlanta, GA
• 03/2015 → 07/2017
  Impact Partnership
  Kennesaw, GA
• 04/2019 → 09/2020
  American Retirement Institute
  Atlanta, GA
• 09/2020 → 01/2022
  Pruco Securities, Llc
  Canton, GA
• 09/2020 → 01/2022
  The Prudential Insurance Company Of America
  Canton, GA
• 01/2022 → Present
  Gibbs Wealth Management, Llc
  Alpharetta, GA

Previous Registrations

• 2020-10-29 → 2022-01-20
  Pruco Securities, Llc.
  Atlanta, GA
  Canton, GA
• 2018-07-11 → 2020-09-16
  Brookstone Wealth Advisors, Llc
  Atlanta, GA
  Atlanta, GA
  Alpharetta, GA
  Kennesaw, GA

Other Businesses

Health Sales 424 White Cloud Trl. Canton GA 30114 October 2016 - present Sales of Medicare Supplement Policies 1 Hour Per Month. 0 hours during trading hours. Approximately $1,500.00 from new sales Start Date October 2017. HEALTH SALES POSITION: Agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS:424 White Cloud Trl. Canton GA 30114 DESCRIPTION: Trail Commissions, Medicare sales

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-08
• S65 Uniform Investment Adviser Law Examination
  2018-01-10