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4951 Spring Creek Drive, Guntersville, AL 35976 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-30 |
| AL | RA | APPROVED | 2016-01-11 |
Branch Locations
4951 Spring Creek Drive, Guntersville, AL 35976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gateway Group, Llc | Guntersville | AL | 10/2013 | Present |
| Gateway Wealth Management, Llc | Guntersville | AL | 09/2014 | Present |
CERTIFIED PUBLIC ACCOUNTANT, PARTNER OF GATEWAY GROUP, LLC, 20 - 50 HOURS PER WEEK. NOT INVESTMENT- RELATED. PROVIDING TAX AND ACCOUNTING SERVICES TO INDIVIDUALS AND SMALL BUSINESSES. 4951 SPRING CREEK DRIVE, GUNTERSVILLE, AL 35976. Continuing Education Provider - Providing continuing education in the area of tax primarily for CPAs and Attorneys. The majority of classes are currently contracted through Auburn University Outreach Program. Occasionally other tax/accounting classes are taught through various professional organizations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-01 |
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