This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GATES PASS ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Dec 23, 2024

First registration

Jan 24, 2025

Dual registered

no

Other names

Louise Freya Alexander

IAPD individual key

7955496

• Occurred

  Jun 30, 2026
  Advisor changed firm

  Louise Alexander left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Gates Pass Advisors, Llc (registered 2026-07-31)

  Form ADVobserved 6 days ago
• Occurred

  May 27, 2025
  Advisor changed firm

  Louise Alexander left Newground Social Investment for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-10-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:eb339a43-3b23-e84b-18ca-04e03416a493

First observed

Jan 24, 2025

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.