Sally M. Gibb
Professional summary
Sally Margaret Gibb is a registered financial professional currently at ACALYX ADVISORS INC. located in Arlington, Virginia.
Sally is registered as a RR (Registered Representative) and started their career in finance in 2007. Sally has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sally Margaret Gibb's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2015 - Present
ACALYX ADVISORS INC.
Office #1: 4201 Wilson Boulevard 3rd Floor, Suite 9, Arlington, VA 22203March 20, 2015 - July 13, 2015
BURCH & COMPANY, INC
August 9, 2007 - November 11, 2014
MVISION PRIVATE EQUITY ADVISERS USA LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/7/2016)
(7/17/2015)
(2/8/2016)
(7/16/2015)
(8/17/2015)
(7/16/2015)
(1/24/2017)
(2/9/2016)
(1/22/2016)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
ACALYX ADVISORS INC.
CRD#: 174667 / SEC#: , 8-69577
Contact information
FINRA licenses (40 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ACALYX HOLDINGS, INC. | PARENT | |
| LAWHORN, CURTIS JAMES | MANAGING PARTNER | 5344725 |
| MCDONALD, JOSEPH ANDREW | CHIEF EXECUTIVE OFFICER | 5329122 |
| RINEHART, JENNIFER EUNHA | SENIOR ADVISOR | 3265973 |
| SILVESTRO, MICHELE ANN | PRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER | 6960939 |
| SUTHERLAND, JANE LOUISE | COMPLIANCE OFFICER | 6005500 |
| VANDERWOUDE, KARL ANDREW | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 5910116 |
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.
