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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-16 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
10761 S. Saquaw St Building B, Ste D, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Financial | Grand Blanc | MI | 04/2015 | Present |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 08/2023 | Present |
| Compass Wealth Management | Grand Blanc | MI | 08/2023 | Present |
COMPASS FINANCIAL GROUP INVESTMENT RELATED INSURANCE AGENT GRAND BLANC, MI 48439 04/2015 160 HOURS/MONTH 160 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-28 |
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