# JEFFREY ALLAN GATES

JEFFREY ALLAN GATES is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COLDSTREAM WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/108805) | 2025-06-24 | present | Yes |
| [CABLE HILL PARTNERS, LLC](https://search.stillhousedata.com/firm/168252) | 2016-05-20 | 2025-06-17 | — |
| [TPG FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/141153) | 2008-07-23 | 2016-06-17 | — |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2008-06-30 | 2016-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1673637)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1673637.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.