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Joseph William Gates

Meyer Gates Financial Advisors, Inc

West Chester, OH

West Chester, OH

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Current Employers
Meyer Gates Financial Advisors, Inc

9078 Union Centre Blvd. Suite 350, West Chester, OH 45069 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-12-24
OH RA APPROVED 2018-11-28
  • TN RA
    APPROVED
    Since 2025-12-24
  • OH RA
    APPROVED
    Since 2018-11-28

Branch Locations

9100 West Chester Towne Centre Drive, West Chester, OH 45069 • United States

9078 Union Centre Blvd. Suite 350, West Chester, OH 45069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ss&D Financial Dayton OH 05/2018 Present
Principal Financial Group Cincinnati OH 09/2016 05/2018
American Financial Group Cincinnati OH 04/2012 09/2016
  • 05/2018 → Present
    Ss&D Financial
    Dayton, OH
  • 09/2016 → 05/2018
    Principal Financial Group
    Cincinnati, OH
  • 04/2012 → 09/2016
    American Financial Group
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-09
  • S65 Uniform Investment Adviser Law Examination
    2018-08-09

View on SEC IAPD

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