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Andrew James Gibson

Integrative Planning, Inc.

Cornelius, NC

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Current Employers
Integrative Planning, Inc.

19520 W Catawba Ave. Suite 311, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-10
  • NC RA
    APPROVED
    Since 2025-07-10

Branch Locations

19520 W Catawba Ave. Suite 311, Cornelius, NC 28031 • 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
Vanguard Marketing Corporation Charlotte NC 10/2013 01/2025
Alphastar Capital Management, Llc Cornelius NC 03/2025 06/2025
Integrative Planning, Inc. Cornelius NC 06/2025 Present
Vanguard Advisors, Inc. Charlotte NC 08/2015 01/2025
  • 10/2013 → 01/2025
    Vanguard Marketing Corporation
    Charlotte, NC
  • 03/2025 → 06/2025
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 06/2025 → Present
    Integrative Planning, Inc.
    Cornelius, NC
  • 08/2015 → 01/2025
    Vanguard Advisors, Inc.
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-31
S63 Uniform Securities Agent State Law Examination 2013-11-07
  • S65 Uniform Investment Adviser Law Examination
    2015-07-31
  • S63 Uniform Securities Agent State Law Examination
    2013-11-07

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
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