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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-20 |
Branch Locations
1600 Golf Rd Suite 1200, Rolling Meadows, IL 60008 • 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 | 05/2025 | Present |
| Mtd Wealth Management, Inc | Rolling Meadows | IL | 05/2025 | Present |
| Mtd Financial, Inc | Rolling Meadows | IL | 07/2014 | Present |
Name: MTD Financial, Inc Investment-Related: No Address: 1600 Golf Rd, Suite 1200 Rolling Meadows, IL 60008 Nature: Insurance Position:Owner & Insurance Agent Start Date: July 11, 2014 Hours/Month: 75 During Trading: 50 Description: Insurance Sales meetings & presentations, business owner operations Name: Tess Marketing, Inc. Investment-Related: No Address: 469 N Paulina St Unit 205 Chicago, IL 60622 Nature: to provide business marketing services Position: President Start Date: January 15, 2016 Hours/Month: 100 During Trading: 80 Description: facilitate business operations, marketing management & oversight Name: Eight 22 Alpha, LLC. Investment-Related: No Address: 1600 Golf Rd, Suite 1200 Rolling Meadows, IL 60008 Nature: real estate investment Position: Managing Member Start Date: November 13, 2024 Hours/Month: 10 During Trading: 5 Description: Work with partner to review business plans and opportunities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
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