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Felicia Lynn Gates

Polaris Wealth Management, LLC

Flossmoor, IL

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Current Employers
Polaris Wealth Management, Llc

1020 Park Dr #213, Flossmoor, IL 60422 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-14
  • IL RA
    APPROVED
    Since 2023-07-14

Branch Locations

1020 Park Dr #213, Flossmoor, IL 60422 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orland Park IL 01/2020 07/2023
Jewish Community Centers Of Chicago (Jcc Chicago) Chicago IL 07/2018 01/2020
Unemployed Country Club Hills IL 06/2018 07/2018
Accounting Principals Chicago IL 06/2018 06/2018
Accountemps Chicago IL 06/2018 06/2018
Unemployed Country Club Hills IL 02/2018 06/2018
Accounting Principals Chicago IL 01/2018 02/2018
Unemployed Country Club Hills IL 09/2017 01/2018
Fmsi / Ramco Holdings Naperville IL 06/2016 09/2017
Bank Of America, N.A. Orland Park IL 03/2020 07/2023
Polaris Wealth Management, Llc Flossmoor IL 07/2023 Present
Bank Of America/Merrill Orland Park IL 01/2020 07/2023
  • 01/2020 → 07/2023
    Orland Park, IL
  • 07/2018 → 01/2020
    Jewish Community Centers Of Chicago (Jcc Chicago)
    Chicago, IL
  • 06/2018 → 07/2018
    Unemployed
    Country Club Hills, IL
  • 06/2018 → 06/2018
    Accounting Principals
    Chicago, IL
  • 06/2018 → 06/2018
    Accountemps
    Chicago, IL
  • 02/2018 → 06/2018
    Unemployed
    Country Club Hills, IL
  • 01/2018 → 02/2018
    Accounting Principals
    Chicago, IL
  • 09/2017 → 01/2018
    Unemployed
    Country Club Hills, IL
  • 06/2016 → 09/2017
    Fmsi / Ramco Holdings
    Naperville, IL
  • 03/2020 → 07/2023
    Bank Of America, N.A.
    Orland Park, IL
  • 07/2023 → Present
    Flossmoor, IL
  • 01/2020 → 07/2023
    Bank Of America/Merrill
    Orland Park, IL
Previous Registrations
Other Businesses

Felicia Gates is an Accountant at Samuel Dewitt Proctor Conference; Investment related: No; Location: 4445 S. King Dr. Chicago IL 60653 US; Description: Non Profit human rights and social justice focused education, advocacy and activism organization; Responsibilities Duties: Recording financial transactions, reconciling accounts, preparing financial statements, managing general ledger, maintaining schedules, preparing P/R and performing administrative task related to maintaining records; Start date: 2024-05-01; Hours devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 90;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-30
  • S66 Uniform Combined State Law Examination
    2020-11-30

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