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Tovey Jay Allen

Gibbs Wealth Management, LLC

Layton, UT

Clearfield, UT

Salt Lake City, UT

Alpharetta, GA

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Current Employers
Gibbs Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-08-06
  • UT RA
    APPROVED
    Since 2024-08-06

Branch Locations

159 N 3300 W, Layton, UT 84041 • United States

1785 E 1450 S Ste. 105, Clearfield, UT 84107 • United States

202 E 5900 S, Salt Lake City, UT 84107 • United States

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
Mitchell Intl Salt Lake City UT 02/2011 05/2020
Allen Financial Salt Lake City UT 05/2020 Present
Allen Wealth & Assets Management, Inc Salt Lake City UT 07/2024 Present
Gibbs Wealth Management, Llc Alpharetta GA 07/2024 Present
  • 02/2011 → 05/2020
    Mitchell Intl
    Salt Lake City, UT
  • 05/2020 → Present
    Allen Financial
    Salt Lake City, UT
  • 07/2024 → Present
    Allen Wealth & Assets Management, Inc
    Salt Lake City, UT
  • 07/2024 → Present
    Gibbs Wealth Management, Llc
    Alpharetta, GA
Other Businesses

ALLENN FINANCIAL INVESTMENT RELATED INSURANCE AGENT 202 EAST 5900 SOUTH, SALT LAKE CITY, UT 84107 05/2020 85 HOURS/MONTH 60 HOURS/MONTH TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-17
  • S65 Uniform Investment Adviser Law Examination
    2024-07-17
Other Names
  • Tj Allen

View on SEC IAPD

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