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Canton, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-06 |
| MA | RA | APPROVED | 2022-03-04 |
| FL | RA | APPROVED | 2021-11-30 |
| CT | RA | APPROVED | 2021-11-11 |
| PA | RA | APPROVED | 2021-11-11 |
Branch Locations
2 Forest Park Dr., Unit 2, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Farmington | CT | 07/2014 | 10/2017 |
| Gibbs Financial Services, Llc | Farmington | CT | 07/2014 | Present |
| Lpl Financial Llc | Farmington | CT | 11/2017 | 11/2021 |
| Successful Wealth Strategies, Llc | Canton | CT | 11/2021 | Present |
1. 6/4/2019 - Gibbs Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Owner - Started 06/01/1992 - 35 Hours Per Month During Securities Trading - Fixed Annuities and Non-Variable Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-09 |
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