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Inactive

Kevin David Riley

Godsey & Gibb Wealth Management

Greenville, SC

Richmond, VA

CRD 2169482

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Employer firm

Godsey & Gibb Wealth Management CRD 105650

$1.56B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Godsey & Gibb Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-03-01
SC RA APPROVED 2015-08-18
FL RA APPROVED 2015-08-17
VA RA APPROVED 2015-07-08
  • TX RA
    APPROVED_RES
    Since 2017-03-01
  • SC RA
    APPROVED
    Since 2015-08-18
  • FL RA
    APPROVED
    Since 2015-08-17
  • VA RA
    APPROVED
    Since 2015-07-08

Branch Locations

40 West Broad Street, Suite 350, Greenville, SC 29601 • United States

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
Godsey & Gibb Wealth Management Greenville SC 06/2015 Present
Previous Registrations
  • 2013-12-23 → 2015-06-25
    Usaa Financial Planning Services
    Ponte Vedra Beach, FL
  • 2013-02-21 → 2013-12-04
    Marshwinds Advisory Co
    Ponte Vedra Beach, FL
  • 1992-03-05 → 2012-08-23
    Charles Schwab & Co., Inc.
    Ponte Vedra Beach, FL
    Jacksonville, FL
    Savannah, GA
    Ponte Vedra, FL
    Tallahassee, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-07
S63 Uniform Securities Agent State Law Examination 1991-09-11
  • S65 Uniform Investment Adviser Law Examination
    2013-03-07
  • S63 Uniform Securities Agent State Law Examination
    1991-09-11

View on SEC IAPD

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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC

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