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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-04-05 |
Branch Locations
2767 Geryville Pike, Red Hill, PA 18073 • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc Dba Sequinox Llc | Tampa | FL | 04/2015 | 04/2017 |
| J. W. Cole Advisors, Inc. Dba Sequinox Llc | Tampa | FL | 04/2015 | 04/2017 |
| Legacy 360 Financial And Wealth Management Llc | Center Valley | PA | 04/2017 | 08/2018 |
| J.W. Cole Advisors, Inc. Dba Sequinox Llc | Tampa | FL | 02/2015 | 04/2017 |
| Questar Capital Corporation | Minneapolis | MN | 08/2018 | 10/2018 |
| Questar Asset Management | Minneapolis | MN | 08/2018 | 10/2018 |
| Legacy 360 Financial & Wealth Management Llc | Redhill | PA | 11/2018 | Present |
| Legacy 360 Financial | Pennsburg | PA | 09/2017 | Present |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 03/2022 | Present |
360 FINANCIAL, LLC INVESTMENT RELATED INSURANCE AGENT 2767 GERYVILLE PIKE, STE B, REDHILL, PA 18073 09/2017 80 HOURS/MONTH 80 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-27 |
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