Justin Gates

Current Employers

Employment History

• 06/2016 → 09/2025
  Avantax Investment Services, Inc.
  Pensacola, FL
• 08/2015 → 08/2019
  Harry Gates Enterprises, Inc.
  Pensacola, FL
• 12/2017 → 03/2019
  Ronald Mcdonald House Charities Of Northwest Flori
  Pensacola, FL
• 11/2016 → 09/2025
  Avantax Advisory Services, Llcs
  Pensacola, FL
• 06/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Pensacola, FL
• 09/2021 → Present
  Lifecycle Wealth Management Llc: Dba Lifecycle Tax Advisors
  Mary Esther, FL
• 01/2025 → Present
  Lifecycle Wealth Advisors Llc
  Pensacola, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, FL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Walton Beach, FL

Previous Registrations

• 2016-11-16 → 2025-09-05
  Avantax Advisory Services
  Shalimar, FL
  Pensacola, FL
  Destin, FL
  Fort Walton Beach, FL
  Mary Esther, FL
  Dallas, TX
  Pensacola, FL
  Fort Walton Beach, FL

Other Businesses

1) PADDLE WAIWAI LLC; POSITION: Owner NATURE: Purchasing a rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 375 Mirabelle Drive, Pensacola FL 32514, United States DESCRIPTION: Owner - We will use a short term management company to manage. 2) LIFECYCLE WEALTH MANAGEMENT LLC: DBA LIFECYCLE TAX ADVISORS POSITION: Accountant/Tax Advisor NATURE: The company is LifeCycle Wealth Management and the doing business as is Lifecycle Tax Advisors.Tax Advising, IRS Representation, Small Business Accounting, Financial Advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/11/2021 ADDRESS: 165 Brooks St SE, Suite B, Fort Walton Beach FL 32548, United States DESCRIPTION: Tax Advising, IRS Representation, Small Business Accounting, Financial Advising 3) LIFECYCLE WEALTH ADVISORS LLC POSITION: Owner NATURE: Financial Services -- separating tax, IRS Representation, and financial advising into separate entities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2025 ADDRESS: 2475 E. Nine Mile Road, Suite F, Pensacola FL 32514, United States DESCRIPTION: Advisor 4) LIFECYCLE TAX RESOLUTION SPECIALISTS LLC POSITION: Owner NATURE: IRS Representation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 2475 E. Nine Mile Road, Suite F, Pensacola FL 32514, United States DESCRIPTION: Represent clients before the IRS.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-12