Best Investors
Account
Sign in
Best Investors
Account
Sign in
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-30 |
Branch Locations
1015 Dartmoor N., St. Petersburg, FL 33701 • United States
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewalt Consulting Groupe | St. Petersburg | FL | 01/2001 | Present |
| H D Vest | St. Petersburg | FL | 09/2005 | 12/2017 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 03/2023 | Present |
Lewalt Consulting Groupe, LLC as an Accountant and Bookkeeper providing Tax Preparation and Accounting, dedicates 120 hours per month. Located at 1015 Dartmoor St. North Street, Petersburg, FL. 33701 Financial Gravity Enhanced Markets, LLC, as an Independent Agent 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 on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-17 |
| S66 | Uniform Combined State Law Examination | 2005-11-29 |
Reach out to this advisor