James Gates

Current Employers

Employment History

• 06/2019 → Present
  Teachers Retirement Resources
  Miami Lakes, FL
• 01/2017 → 06/2019
  Ryder Systems
  Miami, FL
• 10/2014 → 09/2016
  Burger King
  Miami, FL
• 09/2016 → 01/2017
  Unemployed (College Student)
  Miami, FL
• 01/2020 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

Florida licensed life, index, and fixed annuity independent agent, having helped individuals with their life insurance and fixed investment needs. LIFE INSURANCE AND FIXED INVESTMENTS POSITION: Independent Agent NATURE: Life insurance and fixed annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/14/2019 ADDRESS: 6175 NW 153rd Street, Suite 226, Miami Lakes FL 33014, United States DESCRIPTION: Soliciting the sale of life insurance and fixed annuity products to prospective individuals. TEACHERS RETIREMENT RESOURCES, Is Investment Related, DBA, Financial Professional, 06/14/2019,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. FLORIDA RETIREMENT RESOURCES, Is Investment Related, DBA, Financial Professional, 06/14/2019,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. SUNSHINE RETIREMENT RESOURCES Is Investment Related, "1220 Prospect Ave Unit 288, Melbourne, FL, 32901, United States", Tax and business management entity for personal compensation purposes, President, 1/1/2020, 20 hours per month, 5 hours per month during trading hours, No Compensation Compensation, Administrative entity for personal income and tax management. No outside business conducted.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-26
• S65 Uniform Investment Adviser Law Examination
  2020-09-17

Designations