Best Investors Account Sign in
Inactive

Charles Jacob Staton

Gibbs Wealth Management, LLC

Alpharetta, GA

Claim This Profile
Current Employers
Gibbs Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-05-17
  • GA RA
    APPROVED
    Since 2024-05-17

Branch Locations

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 Financial Group Alpharetta GA 04/2022 Present
Gibbs Wealth Management, Llc Alpharetta GA 03/2024 Present
Atlanta Athletic Club Johns Creek GA 07/2019 04/2022
Sawtraxx Manufacturing Kennesaw GA 07/2018 07/2019
Smokejack Bbq Alpharetta GA 07/2015 07/2018
  • 04/2022 → Present
    Gibbs Financial Group
    Alpharetta, GA
  • 03/2024 → Present
    Gibbs Wealth Management, Llc
    Alpharetta, GA
  • 07/2019 → 04/2022
    Atlanta Athletic Club
    Johns Creek, GA
  • 07/2018 → 07/2019
    Sawtraxx Manufacturing
    Kennesaw, GA
  • 07/2015 → 07/2018
    Smokejack Bbq
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-05
  • S65 Uniform Investment Adviser Law Examination
    2024-03-05

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor