Will P. Gibson

BAY RIVERS GROUP WEALTH PARTNERS

Williamsburg, VA 23188

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CRD#: 7149600

Professional summary

Will Payton Gibson, who also goes by Will Gibson, is a registered financial advisor currently at BAY RIVERS GROUP WEALTH PARTNERS located in Williamsburg, Virginia.

Will is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Will has worked at 3 firms and has passed the Series 65, Series 3, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will 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 Will Payton 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

September 9, 2024 - Present

BAY RIVERS GROUP WEALTH PARTNERS

Office #1: 5107 Center Street B1, Williamsburg, VA 23188

RIA

CRD#: 290095

Williamsburg, VA

Past

August 20, 2021 - September 3, 2024

NASDAQ CAPITAL MARKETS ADVISORY LLC

CRD#: 104295

NEW YORK, NY

Past

July 26, 2019 - September 3, 2024

DORSEY, WRIGHT & ASSOCIATES, LLC

RIA

CRD#: 104925

RICHMOND, VA

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".

BAY RIVERS GROUP WEALTH PARTNERS

BAY RIVERS GROUP WEALTH PARTNERS | BRG | BAY RIVERS GROUP, INC.

CRD#: 290095 / SEC#: 801-111951

RIA

Registered Investment Advisory firm - (10/27/2017 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

Virginia
(9/9/2024)

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 65

Date: 7/26/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 9/24/2021

National Commodity Futures Examination

General Industry/Product Exam

Series 7TO

Date: 8/20/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/2/2021

Securities Industry Essentials Examination

Current Firm

BAY RIVERS GROUP WEALTH PARTNERS

BAY RIVERS GROUP WEALTH PARTNERS | BRG | BAY RIVERS GROUP, INC.

CRD#: 290095 / SEC#: 801-111951

RIA

Registered Investment Advisory firm - (10/27/2017 Approved)

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Contact information

Main Address

5107 Center Street B1, Williamsburg, VA 23188

Mailing Address

Po Box 6117, Williamsburg, VA 23188

Phone number

(757) 259-2450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-BAY RIVERS GROUP, INC. (1/6/2025)

Regulatory assets under management

Total Number of Accounts	846
AUM (Assets Under Management)	$ 272,555,910

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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Advisor Monitoring

Firm Stability Insights

Will P. Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

NASDAQ CAPITAL MARKETS ADVISORY LLC

DORSEY, WRIGHT & ASSOCIATES, LLC

Primary Firm SEC Registration

BAY RIVERS GROUP WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2019

Series 3

Date: 9/24/2021

Series 7TO

Date: 8/20/2021

SIE

Date: 7/2/2021

Current Firm

BAY RIVERS GROUP WEALTH PARTNERS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAY RIVERS GROUP WEALTH PARTNERS

TRUST BUT VERIFY

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