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JG

Joy A. Gibney

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CRD#: 4154393
JG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joy Alison Gibney, who also goes by Joy Alison Briggs, Joy Allison Briggs, was a registered financial professional .

Joy is a previously registered financial professional and started their career in finance in 2000. Joy had worked at 3 firms and has passed the Series 66, Series 7, Series 51 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joy Alison Briggs | Joy Allison Briggs

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

October 24, 2006 - January 11, 2013

CONCORD ADVISORS RIA

RIA
CRD#: 120800
CONCORD, OH
Past

February 19, 2003 - January 10, 2013

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
CONCORD, OH
Past

August 15, 2000 - January 10, 2013

VALMARK SECURITIES, INC.

BD
CRD#: 31243
CONCORD, OH

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
IAR
Series 66
Date: 11/27/2001
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CA
CONCORD ADVISORS RIA
CONCORD ADVISORS | WATERFOWL LANE, LTD, DBA, CONCORD ADVISORS RIA | WATERFOWL LANE, LTD, DBA, CONCORD ADVISORS | CONCORD ADVISORS,INC. | CONCORD ADVISORS RIA

CRD#: 120800 / SEC#:

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Contact information


Main Address
8500 Station Street Suite 300g, Mentor, OH 44060
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


CONCORD ADVISORS RIA

CRD#: 120800

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