Daniel Wade Dubose

Current Employers

Employment History

• 01/2000 → Present
  Daniel W. Dubose, Pc.
  Houston, TX
• 02/2017 → 06/2020
  Archer Investment Corporation
  Indianapolis, IN
• 06/2020 → 09/2021
  Forta Financial Group, Inc.
  Greenwood Village, CO
• 09/2021 → Present
  Financial Gravity Family Office Services, Llc
  Lakeway, TX

Previous Registrations

• 2020-06-16 → 2021-10-04
  Forta Financial Group, Inc.
  Greenwood Village, CO
  Houston, TX
• 2017-02-10 → 2020-06-19
  Archer Investment Corporation
  Houston, TX
  Carmel, IN

Other Businesses

Castle & Company CPAs Capital, PLLC is non-investment related and located at 7887 San Felipe Street Suite 122, Houston TX 77063. This is a CPA firm and Daniel Dubose is a Firm Partner providing CPA needs. Started in June 2014 dedicating 150 hours per month. Daniel W. Dubose, PC is non-investment related and located at 7887 San Felipe Street Suite 122, Houston TX 77063. This is a CPA firm and Daniel Dubose is the President & General Manager providing CPA needs. Started in June 2014 dedicating 10 hours per month. Financial Gravity Enhanced Markets, LLC, as an Independent Agent. This is investment related and 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-10
• S63 Uniform Securities Agent State Law Examination
  2001-08-16