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Inactive

Daniel Patrick Orfin

Gibbs Wealth Management, LLC

Bloomfield Twp, MI

Sterling Heights, MI

Alpharetta, GA

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Current Employers
Gibbs Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-21
  • MI RA
    APPROVED
    Since 2024-03-21

Branch Locations

3120 South Blvd., Bloomfield Twp, MI 48304 • United States

13854 Lakeside Circle, Sterling Heights, MI 48313 • United States

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

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Orfin And Associates Inc Troy MI 01/2000 Present
Gibbs Wealth Management, Llc Alpharetta GA 01/2024 Present
Mipro Wealth Management Inc Troy MI 01/2024 Present
  • 01/2000 → Present
    Orfin And Associates Inc
    Troy, MI
  • 01/2024 → Present
    Gibbs Wealth Management, Llc
    Alpharetta, GA
  • 01/2024 → Present
    Mipro Wealth Management Inc
    Troy, MI
Other Businesses

Orfin and Associates Investment related Insurance Agent Troy MI Start Date: 1.2000 160 Hours/month 160 Hours/month during trading hours:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18

View on SEC IAPD

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