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Joseph William Gates

Chief Compliance Officer/SecretaryMeyer Gates Financial Advisors, IncCRD 7030280

About Joseph William Gates

Joseph William Gates is listed as Chief Compliance Officer/Secretary at Meyer Gates Financial Advisors, Inc in West Chester, OH. Form ADV reports a beneficial ownership band of Under 5%. Joseph William Gates is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Meyer Gates Financial Advisors, Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph William Gates work?

Joseph William Gates is listed as Chief Compliance Officer/Secretary at Meyer Gates Financial Advisors, Inc on SEC Form ADV.

How much of Meyer Gates Financial Advisors, Inc does Joseph William Gates own?

Form ADV reports a beneficial ownership band of Under 5%.

Meyer Gates Financial Advisors, Inc

TitleChief Compliance Officer/Secretary
OwnershipUnder 5%
Control personYes
Since2020

Meyer Gates Financial Advisors, Inc

TitleOwner
Ownership50-75%
Control personYes
Since2021