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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-17 |
Branch Locations
1540 Eureka Road Suite 103, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Retirement Planning Services, Inc. | Roseville | CA | 04/2009 | 06/2020 |
| Woodbridge Wealth | Sherman Oaks | CA | 10/2016 | 08/2018 |
| Cswta Insurance Solutions | Roseville | CA | 12/2014 | Present |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 06/2020 | 07/2020 |
| Cornerstone Wealth & Tax Advisory Group | Roseville | CA | 03/2012 | Present |
| Gibbs Wealth Management, Llc | Roseville | CA | 05/2023 | Present |
CSWTA INSURANCE SOLUTIONS; INVESTMENT RELATED; ROSEVILLE, CA; OWNER/INSURANCE AGENT; START 12/2014; 20-30HRS MONTHLY SAME DURING SECURITIES TRADING HOURS SELLS FIXED LIFE,ANNUITIES,INDEX ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-26 |
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