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Current Employers
Gibbs Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-19
  • PA RA
    APPROVED
    Since 2023-05-19

Branch Locations

4 Lemoyne Drive, Ste 204, Lemoyne, PA 17043 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 01/2011 03/2019
Questar Asset Management Minneapolis MN 01/2011 03/2019
Woodbury Financial Services, Inc. Worth IL 03/2019 04/2023
Gibbs Wealth Management,Llc Alpharetta GA 04/2023 Present
Rose Financial Management Harrisburg PA 06/2023 Present
  • 01/2011 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 01/2011 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 04/2023
    Woodbury Financial Services, Inc.
    Worth, IL
  • 04/2023 → Present
    Gibbs Wealth Management,Llc
    Alpharetta, GA
  • 06/2023 → Present
    Rose Financial Management
    Harrisburg, PA
Previous Registrations
  • 2019-03-01 → 2023-04-18
    Woodbury Financial Services, Inc.
    Harrisburg, PA
    Worth, IL
    Orland Park, IL
    Naperville, IL
    Downers Grove, IL
    Willowbrook, IL
  • 2011-01-05 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Elmhurst, IL
  • 2001-05-29 → 2011-01-10
    Securian Financial Services, Inc.
    Oak Brook, IL
    Downers Grove, IL
Other Businesses

ROSE FINANCIAL ASSOCIATES INVESTMENT RELATED INSURANCE AGENT LEMOYNE, PA 17043 10/2011 80 HOURS/MONTH 80 HOURS/MONTH TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-31
S63 Uniform Securities Agent State Law Examination 1994-03-29
  • S65 Uniform Investment Adviser Law Examination
    1998-08-31
  • S63 Uniform Securities Agent State Law Examination
    1994-03-29
Other Names
  • Laura Ann Urbanski

View on SEC IAPD

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