Inactive

Jacob Michael Gates

Complete Wealth Management, LLC

Valley View, TX

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Current Employers

Complete Wealth Management, Llc

Valley View, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-10

TX RA
APPROVED

Since 2026-06-10

Branch Locations

Valley View, TX • 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

Organization	City	State	From	To
Complete Wealth Management Llc	Valley View	TX	03/2026	Present
Datcu Credit Union	Denton	TX	10/2021	03/2026
Chick-Fil-A	Gainesville	TX	06/2019	09/2021
Student	Era	TX	01/2016	05/2021

03/2026 → Present

Complete Wealth Management Llc

Valley View, TX
10/2021 → 03/2026

Datcu Credit Union

Denton, TX
06/2019 → 09/2021

Chick-Fil-A

Gainesville, TX
01/2016 → 05/2021

Student

Era, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-02

S65 Uniform Investment Adviser Law Examination

2026-06-02

View on SEC IAPD

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