Andrew Ross Kagan

Employer firm

Gibbs Wealth Management, LLC CRD 281621

$1.06B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Gibbs Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-07

CA RA
APPROVED

Since 2026-08-07

Branch Locations

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

9300 W. Stockton Blvd Ste 210, Elk Grove, CA 95758 • 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

Organization	City	State	From	To
Gibbs Wealth Management	Alpharetta	GA	07/2026	Present
Kagan Wealth Management Dba Tower Bridge Financial	Elk Grove	CA	07/2026	Present
Tower Bridge Financial And Insurance Solutions Inc.	Elk Grove	CA	06/2013	Present

07/2026 → Present

Gibbs Wealth Management

Alpharetta, GA
07/2026 → Present

Kagan Wealth Management Dba Tower Bridge Financial

Elk Grove, CA
06/2013 → Present

Tower Bridge Financial And Insurance Solutions Inc.

Elk Grove, CA

Other Businesses

TOWER BRIDGE FINANCIAL AND INSURANCE SOLUTIONS, INC. INVESTMENT RELATED INSURANCE AGENT ELK GROVE, CA 95758 START DATE: 60 HOURS/MONTH 20 HOURS/MONTH TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-30

S65 Uniform Investment Adviser Law Examination

2026-06-30

View on SEC IAPD

Employer firm

Current Employers

Gibbs Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

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