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Inactive

Cole Shugart

Godsey & Gibb Wealth Management

Richmond, VA

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Current Employers
Godsey & Gibb Wealth Management

6806 Paragon Pl, Ste 230, Richmond, VA 23230 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-23
  • VA RA
    APPROVED
    Since 2025-07-23

Branch Locations

6806 Paragon Pl, Ste 230, Richmond, VA 23230 • 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
Equitable Advisors, Llc New York NY 08/2024 03/2025
Agee's Bicycles Richmond VA 05/2024 01/2025
Fleet Feet Richmond VA 05/2022 05/2024
Nmsu- Arrowhead Development Center Las Cruces NM 01/2023 06/2023
Nmsu- Communications Department Las Cruces NM 05/2022 12/2022
University Of Portland Portland OR 08/2017 12/2020
New Mexico State University Las Cruces NM 08/2021 05/2023
University Of Portland Portland OR 08/2016 08/2021
Cowan Gates Law Firm Richmond VA 06/2016 08/2017
Godsey & Gibb Wealth Management Richmond VA 07/2025 Present
Unemployed Richmond VA 04/2025 06/2025
  • 08/2024 → 03/2025
    Equitable Advisors, Llc
    New York, NY
  • 05/2024 → 01/2025
    Agee's Bicycles
    Richmond, VA
  • 05/2022 → 05/2024
    Fleet Feet
    Richmond, VA
  • 01/2023 → 06/2023
    Nmsu- Arrowhead Development Center
    Las Cruces, NM
  • 05/2022 → 12/2022
    Nmsu- Communications Department
    Las Cruces, NM
  • 08/2017 → 12/2020
    University Of Portland
    Portland, OR
  • 08/2021 → 05/2023
    New Mexico State University
    Las Cruces, NM
  • 08/2016 → 08/2021
    University Of Portland
    Portland, OR
  • 06/2016 → 08/2017
    Cowan Gates Law Firm
    Richmond, VA
  • 07/2025 → Present
    Godsey & Gibb Wealth Management
    Richmond, VA
  • 04/2025 → 06/2025
    Unemployed
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-03
S63 Uniform Securities Agent State Law Examination 2024-11-12
  • S65 Uniform Investment Adviser Law Examination
    2024-12-03
  • S63 Uniform Securities Agent State Law Examination
    2024-11-12

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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