Team

Brent McGibbon

Financial Consultant/IAR, per JT's TCM people reference ([tcm-compliance-ops.md](file:///C:/Users/jeffs/.claude/reference/tcm-compliance-ops.md))
Where things stand
  • Financial Consultant/IAR per JT's reference; his book gets its own daily Options Report in a Box folder.
  • JT's 2026-09-02 heads-up told him the report now arrives every morning by email with a Box link, that it is optional, and that he can be removed from the distro; asked for glitches and ideas.
  • Derek was copied; Derek and JT have been tweaking the report together for months.
Relationship to JT
On the daily Options Report distro; JT emailed him the heads-up on 2026-09-02 and had sent him the report a few times before
Email
bmcgibbon@mcgibbon-asset.com (display name "Brent Mcgibbon")
Channels
Outlook; Teams 1:1 exists per the sweep registry
Notion tasks
none
Related files
Last meeting
none logged; last correspondence 2026-09-02 → record
Last updated
2026-09-03

Focused on

  • Receiving the daily Options Report for his book; JT asked for glitches and ideas that would make it more useful. record

Asking me for

Nothing yet.

Concerns and frustrations

Nothing yet.

Doable vs. not doable

  • Removal from the daily distro → doable on request; real-time access to the tools → planned for later. record

How to work with them

Nothing yet.

Crossover

  • touches Derek Eichenwald: copied on the heads-up; the report is a Derek and JT project. record
  • touches Brandon Drespling: during the IAR state registration session Brandon noted "Looks like Brent is registered in TX"; matched as the only Brent on the roster, he was not in the chat. record

Decisions log

Nothing yet.

Meeting log

DateTitleRecord
2026-09-02
Options Report daily send heads-up (email)
record

History

  • Filed by the first sweep under external\McGibbon-Asset_Brent-McGibbon; moved to team\Brent-McGibbon the same day: JT's tcm-compliance-ops.md lists him among the firm's Financial Consultants / IARs. superseded 2026-09-03

Records with Brent