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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-15 |
| CA | RA | APPROVED | 2025-09-18 |
Branch Locations
800 W Main St Suite 1460, Boise, ID 83702 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
3500 West Olive Avenue Suite 300, Burbank, CA 91505 • United States
520 Broadway Suite 200, Santa Monica, CA 90401 • United States
3610 Central Avenue, Riverside, CA 92506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Santa Monica | CA | 09/2025 | Present |
| Alevo Financial & Insurance Agency | Santa Monica | CA | 12/2020 | Present |
| Jon Loy Inc | Santa Monica | CA | 07/2017 | Present |
| Five Star Morgatage | Henderson | CA | 09/2020 | 11/2020 |
| Arcus Lendidng | Henderson | CA | 11/2020 | 05/2022 |
| Syncis Insurance Solutions, | Los Angeles | CA | 09/2011 | 11/2020 |
| Jonathan & Ethan, Inc. | Santa Monica | CA | 01/2018 | Present |
| Alevo Wealth Management | Santa Monica | CA | 09/2025 | Present |
(1)Alevo Financial & Insurance Agency - In his separate capacity, he is the owner of Alevo Financial & Insurance Agency, an insurance agency located at 520 Broadway, Suite 200, Santa Monica, CA 90401. He has been engaged in this business since 12/2020, serving as an insurance agent. He spends approximately 40 hours per month on this business, with about 7 hours occurring during securities trading hours. His duties include providing insurance products to clients, supervising staff, and overseeing the agency's business finances and operations. This activity is investment related as that term is used on Form U4. (2)Alevo Wealth Management - In his separate capacity, he is the owner of Alevo Wealth Management, located at 520 Broadway, Suite 200, Santa Monica, CA 90401. He has been engaged in this business since 09/2025. He spends approximately 10 hours per month on this business, with about 10 hours occurring during securities trading hours. His duties include supervising staff and overseeing the business finances and operations. This activity is investment related as that term is used on Form U4. (3)Jonathan & Ethan Inc. - He also serves as the CEO of Jonathan & Ethan Inc., a non investment related real estate management company located at 520 Broadway, Santa Monica, CA 90401. He has held this role since 01/2018, spending about 4 hours per month on the business, with no time during trading hours. His responsibilities include overseeing the management of real estate property, supervising any staff involved in property operations, and controlling the company's business finances. This activity is not investment related as that term is used on Form U4. (4)Yonathan & Ethan LLC - Additionally, he is a Collections Coordinator with Yonathan & Ethan LLC, a non investment related real estate company located at 6409 Van Nuys Blvd, Van Nuys, CA 91401. He has been engaged in this role since 01/2018, spending about 5 hours per month with no time during trading hours. His responsibilities include communicating between the property owner and attorneys regarding ongoing collections and litigation matters and do not involve securities transactions or investment advisory services. This activity is not investment related as that term is used on Form U4 (5)Jon Loy, Inc, - In his separate capacity, he is the owner of Jon Loy, Inc., created for tax purposes to pay marketing business and business management located in Santa Monica, CA. He has been engaged in this business since 07/2017. He spends approximately 1 hours per month on this business, with about 0 hours occurring during securities trading hours. This activity is not investment related as that term is used on Form U4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
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