Elizabeth Kay Allison

Current Employers

Gates Investment Advisors, Llc

3101 N Green River Road Suite 830, Evansville, IN 47715 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2022-06-14

IN RA
APPROVED

Since 2022-06-14

Branch Locations

3101 N Green River Road Suite 830, Evansville, IN 47715 • 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
Gates Investment Advisors, Llc	Evansville	IN	08/2021	Present
Evansville Teachers Fcu	Evansville	IN	07/2010	08/2021

08/2021 → Present

Gates Investment Advisors, Llc

Evansville, IN
07/2010 → 08/2021

Evansville Teachers Fcu

Evansville, IN

Other Businesses

NAME OF OTHER BUSINESS: GATES FINANCIAL SERVICES, LLC NOT INVESTMENT-RELATED ADDRESS: 3101 N GREEN RIGER RD STE 830, EVANSVILLE, IN 47715 NATURE: INSURANCE SALES POSITION: AGENT TITLE/RELATIONSHIP: AGENT # HOURS TO OTHER BUSINESS: 0-8 # HOURS DURING SECURITIES TRADE HOURS: 0-8 DUTIES: LIFE AND ANNUITY INSURANCE SALES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-05-14

S65 Uniform Investment Adviser Law Examination

2022-05-14

View on SEC IAPD

Current Employers

Gates Investment Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

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