Best Investors Account Sign in
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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-28
WA RA APPROVED 2026-07-28
  • CA RA
    APPROVED
    Since 2026-07-28
  • WA RA
    APPROVED
    Since 2026-07-28

Branch Locations

9 Lake Bellevue Drive, Bellevue, WA 98027 • United States

419 Webster Street, Monterey, CA 93940 • United States

3980 Old Milton Parkway, Alpharetta, GA 30005 • 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 Alpharetta GA 06/2026 Present
Tll Wealth Management Bellevue WA 06/2026 Present
Arika Larson Insurance And Financial Services Bellevue WA 06/2001 Present
  • 06/2026 → Present
    Gibbs Wealth Management
    Alpharetta, GA
  • 06/2026 → Present
    Tll Wealth Management
    Bellevue, WA
  • 06/2001 → Present
    Arika Larson Insurance And Financial Services
    Bellevue, WA
Other Businesses

ARIKA LARSON INSURANCE AND FINANCIAL SERVICES Insurance Agent INVESTMENT RELATED OWNER SINCE 06/2001 10 HOURS/WEEK OUTSIDE OF SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-05
S63 Uniform Securities Agent State Law Examination 2004-08-05
  • S65 Uniform Investment Adviser Law Examination
    2025-07-05
  • S63 Uniform Securities Agent State Law Examination
    2004-08-05
Other Names
  • Arika Lynn Kennedy

View on SEC IAPD

More in Bellevue, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor