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Current Employers
Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-16
TX RA APPROVED_RES 2021-09-16
  • CA RA
    APPROVED
    Since 2021-09-16
  • TX RA
    APPROVED_RES
    Since 2021-09-16

Branch Locations

Newberry Park, CA • United States

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial West Group Westlake Village CA 08/1997 02/2017
Mutual Securities, Inc. Camarillo CA 02/2017 01/2019
Western International Securities, Inc. Pasadena CA 01/2019 04/2020
Forta Financial Group, Inc Lakeway TX 04/2020 11/2021
Sofos Investments, Inc. Lakeway TX 04/2020 11/2021
Financial Gravity Family Office Services, Llc Lakeway TX 09/2021 Present
Kingswood Capital Partners, Llc San Diego CA 11/2021 Present
Financial Gravity Asset Management, Llc Lakeway TX 11/2021 Present
  • 08/1997 → 02/2017
    Financial West Group
    Westlake Village, CA
  • 02/2017 → 01/2019
    Mutual Securities, Inc.
    Camarillo, CA
  • 01/2019 → 04/2020
    Western International Securities, Inc.
    Pasadena, CA
  • 04/2020 → 11/2021
    Forta Financial Group, Inc
    Lakeway, TX
  • 04/2020 → 11/2021
    Sofos Investments, Inc.
    Lakeway, TX
  • 09/2021 → Present
    Lakeway, TX
  • 11/2021 → Present
    Kingswood Capital Partners, Llc
    San Diego, CA
  • 11/2021 → Present
    Financial Gravity Asset Management, Llc
    Lakeway, TX
Previous Registrations
  • 2020-04-02 → 2021-10-05
    Forta Financial Group, Inc.
    Austin, TX
    Newberry Park, CA
  • 2019-01-14 → 2020-04-01
    Western International Securities, Inc.
    Pasadena, CA
  • 2017-02-22 → 2019-01-14
    Camarillo, CA
  • 2002-11-07 → 2017-02-17
    Financial West Group
    Westlake Village, CA
    Westlake Village, CA
Other Businesses

Jill Henderson is a registered representative with Kingswood Capital Partners, LLC. From time to time, the Advisor will offer clients advice or products from these activities. Clients should be aware that some of these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment advisor. Clients are in no way required to implement activities through any representative of FG FOS. Jill Henderson will spend approximately 5% of his time on these related activities. 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. Financial Gravity - Insurance Marketing Organization (IMO),Is Not Investment Related,"2501 Ranch Road 620 S., , Lakeway, TX, 78734, United States",Insurance,Insurance Agent,10/15/2022,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,I have my Insurance license and from time to time may be listed as the Insurance Agent on a FIA with Financial Gravity or VA with Kingswood. I do not get compensated as the Agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-27
S63 Uniform Securities Agent State Law Examination 1997-05-09
  • S66 Uniform Combined State Law Examination
    2002-09-27
  • S63 Uniform Securities Agent State Law Examination
    1997-05-09
Other Names
  • Jill Gallegos
  • Jill A. Gallegos
  • Jill Jaglowski
  • Jill Ann Jaglowski

View on SEC IAPD

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