Best Investors
Account
Sign in
Best Investors
Account
Sign in
Gates Integrated Financial & Tax, LLC CRD 343600
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Westfield, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Wealth Advisors & Cpas | Indianapolis | IN | 01/2022 | 08/2023 |
| Yount & Company Llc | Indianapolis | IN | 02/2019 | 01/2022 |
| Sei Afo | Indianapolis | IN | 10/2015 | 02/2019 |
| Petry Wealth Management | Noblesville | IN | 09/2023 | 06/2026 |
| Avantax Investment Services Inc. | Noblesville | IN | 09/2023 | 09/2025 |
| Avantax Advisory Services | Noblesville | IN | 09/2023 | 09/2025 |
| Referral Center | Carmel | IN | 10/2019 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Noblesville | IN | 05/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Noblesville | IN | 09/2025 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 06/2026 |
| Gates Integrated Financial & Tax, Llc | Westfield | IN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 2007-04-11 |
Reach out to this advisor