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Michael W. Gibson

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CRD#: 1501602
MG

Professional summary


Michael Wayne Gibson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Michael had worked at 10 firms, which includes AVISEN WEALTH MANAGEMENT INC., ROUND HILL SECURITIES INC., WAMU INVESTMENTS INC., GRIFFIN FINANCIAL SERVICES, GLENFED BROKERAGE SERVICES, LONDON PACIFIC SECURITIES INC., CITICORP INVESTMENT SERVICES, UBS FINANCIAL SERVICES INC., KIDDER PEABODY & CO. INCORPORATED, INTERFIRST CAPITAL CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 20, 2003 - January 7, 2004

AVISEN WEALTH MANAGEMENT, INC.

BD
CRD#: 125977
SACRAMENTO, CA
Past

July 25, 2002 - October 27, 2003

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

January 1, 1999 - July 25, 2002

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

April 7, 1998 - January 1, 1999

GRIFFIN FINANCIAL SERVICES

BD
CRD#: 10823
Past

August 29, 1996 - March 30, 1998

GLENFED BROKERAGE SERVICES

BD
CRD#: 13648
GLENDALE, CA
Past

May 17, 1995 - August 30, 1996

LONDON PACIFIC SECURITIES, INC.

BD
CRD#: 25089
SACRAMENTO, CA
Past

July 16, 1993 - May 15, 1995

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

September 27, 1991 - July 14, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 26, 1988 - October 3, 1991

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

November 21, 1986 - July 7, 1988

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/11/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/1994
General Securities Principal Examination

Current Firm


AW
AVISEN WEALTH MANAGEMENT, INC.
AVISEN SECURITIES, INC. | AVISEN WEALTH MANAGEMENT, INC.

CRD#: 125977 / SEC#: , 8-65833

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
3620 American River Drive Suite 145, Sacramento, CA 95864-7256
Mailing Address
3620 American River Drive Suite 145, Sacramento, CA 95864-7256
Phone number
(916) 480-2747
Established
Nevada since 01/31/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BROWN, KENNETH ELVINPRINCIPAL/MUNI PRINCIPAL/CEO1014957
LEBARON, EDWARD WAYNE JR.SHAREHOLDER
ROBELLO, ALAN WAYNE JRPRESIDENT/GSP/FINOP/CFO/CCO/1625027
ROBELLO, ALAN WAYNE JRPFO, POO1625027
GLOBAL TRUST VENTURES, LLCSHAREHOLDER
FEIL, TERRY GEORGE JRSHAREHOLDER832849
KESSEL, MICHELLE JOANNSHAREHOLDER2643908

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AVISEN WEALTH MANAGEMENT, INC.

CRD#: 125977

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