WILLIAM DENNIS TATES is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2026-03-27 | present | Yes |
| VALIC FINANCIAL ADVISORS, INC. | 2025-08-05 | 2026-04-10 | — |