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Current Employers
Gibbs Wealth Management, Llc

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-25
CA RA APPROVED 2026-02-11
  • AZ RA
    APPROVED
    Since 2026-03-25
  • CA RA
    APPROVED
    Since 2026-02-11

Branch Locations

Tucson, AZ • United States

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

19112 Gridley Rd Ste 105, Cerritos, CA 90703 • 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
Gibbs Wealth Management, Llc Alpharetta GA 01/2026 Present
Financial Alliance & Insurance Solutions, Inc. Tucson AZ 10/2017 Present
Federal Employee Retirement Advisors Clarksville TN 06/2022 08/2023
Rjp Estate Planning Scottsdale AZ 02/2020 05/2022
Bankroll Irvine CA 01/2019 08/2019
The Stress Cube Long Beach CA 12/2016 09/2017
Appleone Long Beach CA 04/2015 11/2016
  • 01/2026 → Present
    Alpharetta, GA
  • 10/2017 → Present
    Financial Alliance & Insurance Solutions, Inc.
    Tucson, AZ
  • 06/2022 → 08/2023
    Federal Employee Retirement Advisors
    Clarksville, TN
  • 02/2020 → 05/2022
    Rjp Estate Planning
    Scottsdale, AZ
  • 01/2019 → 08/2019
    Bankroll
    Irvine, CA
  • 12/2016 → 09/2017
    The Stress Cube
    Long Beach, CA
  • 04/2015 → 11/2016
    Appleone
    Long Beach, CA
Other Businesses

1)Financial Alliance & Insurance Solutions, Inc., Non-Investment Related, 5000 E. Spring St, Suite 385, Long Beach, CA 90815, Insurance/Supervisor of Client Relations, 10.2017 - present, 40 Hours Per Week, Including 40 Hours During Securities Trading Hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08
Other Names
  • Jessica Rodriguez
  • Jessica Cooks

View on SEC IAPD

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