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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
TN RA APPROVED 2023-10-27
  • TN RA
    APPROVED
    Since 2023-10-27

Branch Locations

315 W. Bockman Way, Sparta, TN 38583 • United States

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

320 N Cedar Bluff Rd. Suite 340, Knoxville, TN 37923 • United States

555 Marriott Dr. Suite 315, Nashville, TN 37214 • United States

200 W Martin Luther King Blvd Suite 1000, Chattanooga, TN 37402 • 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
Turney Financial Group Sparta TN 09/2013 Present
Gibbs Wealth Management, Llc Alpharetta GA 10/2023 Present
Other Businesses

TURNEY FINANCIAL GROUP INVESTMENT RELATED INSURANCE AGENT SPARTA, TN 38583 9/2013 40 HOURS/MONTH 40 HOURS/MONTH TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-17
  • S65 Uniform Investment Adviser Law Examination
    2023-10-17

View on SEC IAPD

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