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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
1850 Mt Diablo Blvd Suite 100, Walnut Creek, CA 94596 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2019 | 08/2020 |
| Anthony Gibbs & Dana Bent, As Husband And Wife | Redwood City | CA | 08/2015 | 12/2018 |
| Law Offices Of Anthony W. Gibbs & Doric Trust | Redwood City | CA | 08/2015 | 03/2019 |
| Bank Of America, N.A. | San Francisco | CA | 07/2019 | 08/2020 |
| Fidelity Brokerage Services | San Francisco | CA | 07/2020 | 03/2022 |
| Summitry, Llc | Foster City | CA | 03/2022 | 09/2024 |
| Wealth Enhancement Group | Walnut Creek | CA | 12/2024 | Present |
| Wealth Enhancement Advisory Services | Walnut Creek | CA | 12/2024 | Present |
| Ep Wealth Advisors | Walnut Creek | CA | 09/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-14 |
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