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Robert Arthur Allen

Gibbs Wealth Management, LLC

Alpharetta, GA

Hingham, MA

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Current Employers
Gibbs Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-10-04
  • MA RA
    APPROVED
    Since 2022-10-04

Branch Locations

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

99 Derby Street Suite 200, Hingham, MA 02043 • 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
Gibbs Wealth Management, Llc Alpharetta GA 09/2022 Present
Self Hull MA 10/2000 01/2019
Star Technology Waterloo IN 04/2015 05/2025
Harper Wealth Management Hingham MA 09/2022 Present
Harper Financial Associates Hingham MA 01/2019 Present
  • 09/2022 → Present
    Gibbs Wealth Management, Llc
    Alpharetta, GA
  • 10/2000 → 01/2019
    Self
    Hull, MA
  • 04/2015 → 05/2025
    Star Technology
    Waterloo, IN
  • 09/2022 → Present
    Harper Wealth Management
    Hingham, MA
  • 01/2019 → Present
    Harper Financial Associates
    Hingham, MA
Other Businesses

HARPER FINANCIAL ASSOCIATES INVESTMENT RELATED INSURANCE AGENT HINGHAM, MA 02043 01/2019 140 HOURS/MONTH 20 HOURS/MONTH TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-26
  • S65 Uniform Investment Adviser Law Examination
    2022-07-26
Other Names
  • Robert A Allen

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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