D. GATES WEALTH MANAGEMENT, LLC
TAMPA, FLORIDA

D. GATES WEALTH MANAGEMENT, LLC is a financial advisory firm offering comprehensive online access to clients' brokerage accounts and those held directly with product vendors. The company streamlines account management by allowing users to view their entire household's accounts via a single login. This digital platform updates account information from the previous business day's close or provides intraday details as needed. It also facilitates access to various statements, including tax forms like 1099s, and allows clients the option to opt-out of paper delivery for these documents. Additionally, it offers market information featuring delayed quotes and news services. The firm emphasizes that while providing a wide range of online resources as a courtesy, any links leading outside its website result in users leaving without guarantees regarding content completeness or accuracy. Any technical problems or consequences from accessing third-party sites use are beyond the company's liability; visitors assume full responsibility when navigating such links. D. GATES WEALTH MANAGEMENT operates under the leadership of Danielle Gates, a seasoned financial advisor with over 18 years of experience in retirement planning and licensing to sell insurance and annuities across multiple states including Arizona, Colorado, Delaware, Florida, Illinois, Massachusetts, Maine, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Virginia, Vermont, and Wisconsin. Incorporated on November 7, 2013, with the status of FLAL in Florida, the company is situated in Tampa at its mailing address: 301 W PLATT ST NO 657. Contact numbers are available for inquiries. As per the latest records, it filed a last amendment event on September 14, 2023, and is scheduled to file its annual report for the year 2024 by March 13, 2024. The firm's File Identification Number (Fei) is 46-4025638, and one of its associated officers and directors include DEP HOLDINGS, LLC. Further information can be explored on their official website at dgateswealthmanagement.com.