Brian William Gibaldi

Current Employers

Employment History

• 11/2016 → 09/2019
  Farmers Financial Solutions, Llc
  Paradise, CA
• 05/2021 → 05/2024
  Assetmark Financial Holdings, Inc.
  Westerville, OH
• 08/2016 → 04/2021
  Farmers Insurance
  Westerville, OH
• 05/2021 → 05/2024
  Assetmark Brokerage, Llc
  Westerville, OH
• 06/2024 → Present
  Mml Investors Services, Llc
  Dublin, OH
• 05/2024 → Present
  Massmutual Life Insurance Company
  Dublin, OH

Other Businesses

(1) NAME: BRIAN GIBALDI INV REL: Y ADD: 5455 RINGS RD, STE. 125, DUBLIN, OH 43017 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 06/01/2023 NO. HR/MO: 5 NO. HR/MO DUR TRADING: 2 DESCRIBE DUTIES: MEDICARE (2) NAME: B2G2, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: E-COMMERCE/ONLINE RETAIL SALES POSITION: MANAGING MEMBER OF THE LLC/OWNER START DATE: 06/30/2020 NO. HR/MO: 5 NO. HR/MO DUR TRADING: 0 DESCRIBE DUTIES: REVIEW NEW POTENTIAL PRODUCTS THAT WE WILL OFFER AND GIVE FINAL APPROVAL PRIOR TO ANY PURCHASES (3) NAME: BRIAN GIBALDI DBA AM SPIRIT BUSINESS CONNECTIONS INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: NETWORKING ORGANIZATION POSITION: DIRECTOR START DATE: 09/01/2026 NO. HR/MO: 18 NO. HR/MO DURING SEC TRADING: 8 DESCRIBE DUTIES: VISIT EXISTING AM SPIRIT CHAPTERS ONCE PER MONTH. THERE ARE 11 GROUPS TOTAL. HOWEVER, IM THE PRESIDENT OF MY CHAPTER ALREADY WHICH IS A REQUIREMENT TO BECOME A FRANCHISE OWNER. ONCE PER QUARTER TRAINING TO THE MEMBERS ON HOW THEY CAN GROW & GENERATE MORE REFERRALS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-15
• S63 Uniform Securities Agent State Law Examination
  2017-01-19

Other Names

• Brian William Gibaldi
• Brian Gibaldi