Micah Gibson

HERITAGE OAK WEALTH ADVISORS

Santa Rosa Beach, FL 32459

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CRD#: 4705380

Professional summary

Micah Gibson, who also goes by Micah Craig Gibson, is a registered financial advisor currently at HERITAGE OAK WEALTH ADVISORS located in Santa Rosa Beach, Florida.

Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Micah has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Micah Craig Gibson

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) - RIA

Click below to view Micah Gibson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 6, 2023 - Present

HERITAGE OAK WEALTH ADVISORS

Office #1: 105 Garfeld St, Santa Rosa Beach, FL 32459

RIA

CRD#: 323925

Santa Rosa Beach, FL

Past

April 5, 2019 - May 1, 2023

SOWELL MANAGEMENT

RIA

CRD#: 127145

Rogers, AR

Past

October 20, 2003 - April 24, 2019

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

ROGERS, AR

Past

September 30, 2003 - April 24, 2019

ARVEST WEALTH MANAGEMENT

CRD#: 42057

ROGERS, AR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HERITAGE OAK WEALTH ADVISORS

HERITAGE OAK WEALTH ADVISORS | HERITAGE OAK WEALTH ADVISORS LLC

CRD#: 323925 / SEC#: 801-126940

RIA

Registered Investment Advisory firm - (11/28/2022 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(6/6/2023)

IAR

Florida
(7/19/2023)

IAR

Texas
(11/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/17/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/2003

General Securities Representative Examination

Current Firm

HERITAGE OAK WEALTH ADVISORS

HERITAGE OAK WEALTH ADVISORS | HERITAGE OAK WEALTH ADVISORS LLC

CRD#: 323925 / SEC#: 801-126940

RIA

Registered Investment Advisory firm - (11/28/2022 Approved)

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Contact information

Main Address

105 Garfeld St, Santa Rosa Beach, FL 32459

Mailing Address

5500 Walsh Lane, Suite 200, Rogers, AR 72758

Phone number

(479) 230-3113

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HERITAGE OAK WEALTH ADVISORS PART 2A (10/16/2025)

Regulatory assets under management

Total Number of Accounts	604
AUM (Assets Under Management)	$ 289,910,705

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.

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Micah Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micah Gibson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERITAGE OAK WEALTH ADVISORS

SOWELL MANAGEMENT

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

Primary Firm SEC Registration

HERITAGE OAK WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2003

SIE

Date: 10/1/2018

Series 7

Date: 9/29/2003

Current Firm

HERITAGE OAK WEALTH ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HERITAGE OAK WEALTH ADVISORS

TRUST BUT VERIFY

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