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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-13 |
| AZ | RA | APPROVED | 2026-03-18 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
2959 N Swan Road Suite 101, Tucson, AZ 85712 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onpoint Community Credit Union | Mcminnville | OR | 08/2013 | 08/2022 |
| Raymond James Financial Services | Mcminnville | OR | 10/2014 | 08/2022 |
| Raymond James Financial Services Advisors Inc. | Mcminnville | OR | 10/2014 | 08/2022 |
| Onpoint Wealth Management And Investments | Mcminnville | OR | 02/2021 | 08/2022 |
| Dba: Onpoint Investment Services | Mcminnville | OR | 01/2022 | 08/2022 |
| Fidelity Investments | Tucson | AZ | 09/2022 | 09/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| San Blas Securities, Llc | Atlanta | GA | 10/2025 | 03/2026 |
| Sb Advisory | Atlanta | GA | 10/2025 | 03/2026 |
| Gibbs Wealth Management | Alpharetta | GA | 03/2026 | Present |
| Suncrest Wealth Advisors | Tucson | AZ | 03/2026 | Present |
SUNCREST WEALTH ADVSIORS NOT INVESTMENT RELATED INSURANCE AGENT 2959 N Swan Rd. Ste 101, Tucson, AZ, 85712 START DATE: 3.2026 HOURS PER WEEK AND DURING TRADING HOURS: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-19 |
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