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Ryan Michael Gibbons

Platform Wealth Advisors

Goleta, CA

Holladay, UT

CRD 7927994

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Employer firm

Platform Wealth Advisors CRD 329313

$509M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Platform Wealth Advisors

6510 S. Millrock Dr, Holladay, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-23
  • CA RA
    APPROVED
    Since 2025-06-23

Branch Locations

70 Santa Felicia Drive, Goleta, CA 93117 • United States

6510 S. Millrock Dr, Holladay, UT 84121 • 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
Walpole & Co. Llp Goleta CA 07/2022 04/2024
Crql, Inc. Santa Barbara CA 01/2021 01/2025
Northern Arizona University Flagstaff AZ 09/2018 05/2021
Cu Boulder Boulder CO 09/2017 05/2018
Parris Construction Santa Barbara CA 08/2021 12/2021
Pickles & Swiss Santa Barbara CA 06/2019 08/2020
Blue Star Parking Santa Barbara CA 06/2017 09/2018
Bishop Garcia Diego High Santa Barbara CA 09/2014 06/2017
Platform Wealth Advisors Holladay UT 04/2024 Present
  • 07/2022 → 04/2024
    Walpole & Co. Llp
    Goleta, CA
  • 01/2021 → 01/2025
    Crql, Inc.
    Santa Barbara, CA
  • 09/2018 → 05/2021
    Northern Arizona University
    Flagstaff, AZ
  • 09/2017 → 05/2018
    Cu Boulder
    Boulder, CO
  • 08/2021 → 12/2021
    Parris Construction
    Santa Barbara, CA
  • 06/2019 → 08/2020
    Pickles & Swiss
    Santa Barbara, CA
  • 06/2017 → 09/2018
    Blue Star Parking
    Santa Barbara, CA
  • 09/2014 → 06/2017
    Bishop Garcia Diego High
    Santa Barbara, CA
  • 04/2024 → Present
    Holladay, UT
Designations
  • Certified Financial Planner

View on SEC IAPD

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