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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-19 |
| MI | RA | APPROVED | 2025-02-05 |
Branch Locations
103 B Degroff Ave, Archbold, OH 43502 • United States
325 E Maumee Street, Adrian, MI 49221 • 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 |
|---|---|---|---|---|
| State Farm | West Jordan | UT | 01/2015 | 01/2017 |
| Edge Pest Control | Orem | UT | 02/2017 | 08/2019 |
| Senior Planning Estate Services | Holland | OH | 08/2019 | Present |
| Gibbs Wealth Management, Llc | Holland | OH | 02/2025 | Present |
LEGACY GROUP PLANNING DBA (SENIOR ESTATE SERVICES) INVESTMENT RELATED INSURANCE AGENT HOLLAND, OH 08/2019 160 HOURS/MONTH 160 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-28 |
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