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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-29 |
Branch Locations
2144 Page Road Ste 104, Durham, NC 27703 • 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 |
|---|---|---|---|---|
| Strategic Retirement Solutions, Inc | Durham | NC | 03/2010 | Present |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 02/2024 | Present |
| Srs Wealth Management Llc | Durham | NC | 02/2024 | Present |
STRATEGIC RETIREMENT SOLUTIONS INVESTMENT RELATED INSURANCE AGENT DURHAM, NC 27703 03/2010 60 HOURS/MONTH 60 HOURS/MONTH TRADING HOURS RLR PROPERTY, LLC NOT INVESTMENT RELATED OWNER KITTRELL, NC 11/2019 5 HOURS/MONTH 5 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
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