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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-09-06 |
Branch Locations
1303 Rio Grande Blvd Nw #6, Albuquerque, NM 87104 • United States
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 09/2024 | Present |
| Jon Bell Cpa, Llc | Albuquerque | NM | 06/2012 | Present |
(1) Bell Brothers, LLC. a non-investment related company as 50% owner managing the rental investment property since 04/10/2009. Located at 1303 Rio Grande Blvd NW, Ste 6, Albuquerque, NM 87104. Dedicating 1 hour per month, 0 hours during security trading hours. (2) Jon Bell CPA, LLC. a non-investment-related company as the owner supervising staff, technical review, tax planning, sales, and practice management since 06/27/2012. Located at 1303 Rio Grande Blvd NW, Ste 6, Albuquerque, NM 87104. Dedicating 40 hours per month, 30 hours during security trading hours. (3) Financial Gravity Enhanced Markets, LLC, an investment-related company as an Independent Agent since 09/04/2023. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time in insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-31 |
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