Laura Ann Bourbonnais

Current Employers

Employment History

• 01/2015 → 11/2017
  Hd Vest Investment Services
  Raleigh, NC
• 03/2017 → 07/2017
  Redefy Realty Raleigh
  Raleigh, NC
• 11/2017 → 08/2018
  Financial Gravity Wealth, Inc.
  Allen, TX
• 06/2023 → Present
  Real Estate Brokers Northgroup
  Huntersville, NC
• 09/2021 → Present
  Financial Gravity Family Office Services, Llc
  Lakeway, TX
• 07/2009 → Present
  Trigon Tax & Acconting Llc
  Raleigh, NC
• 10/2015 → 03/2017
  Fathom Realty Llc
  Raleigh, NC
• 09/2016 → 11/2017
  Hd Vest Advisory Services
  Raleigh, NC
• 07/2017 → 03/2018
  Linda Craft & Team Realtors
  Raleigh, NC
• 03/2018 → 06/2023
  Redfin Corporation
  Durham, NC
• 08/2019 → 12/2019
  Financial Gravity Wealth, Inc.
  Allen, TX
• 02/2020 → 09/2021
  Forta Financial Group, Inc.
  Greenwood Village, CO

Previous Registrations

• 2020-02-18 → 2021-10-04
  Forta Financial Group, Inc.
  Greenwood Village, CO
  Raliegh, NC
• 2019-08-16 → 2019-12-26
  Financial Gravity Asset Management, Inc.
  Austin, TX
  Raleigh, NC
• 2017-11-22 → 2018-08-02
  Financial Gravity Asset Management, Inc.
  Raleigh, NC
• 2016-09-19 → 2017-11-14
  Avantax Advisory Services
  Raleigh, NC
• 2014-09-29 → 2014-12-04
  Marketwise Financial Llc
  Raleigh, NC

Other Businesses

Real Estate Brokers NorthGroup as a Realtor Dedicating 20 hours a month to help buyers purchase real estate. Located at 9121 Anson Way, Suite 200, Raleigh NC 27587. Trigon Tax & Accounting DBA Bourbonnais Tax Associates as a Managing Member dedicating 140 hours per month to accounting and bookkeeping services. Located at 9121 Anson Way, Suite 200, Raleigh NC 27587. Financial Gravity Enhanced Markets, LLC as an Independent Agent licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. Therefore, Laura Bourbonnais will be able to purchase insurance products for any client in need of such services and will receive separate, yet typical compensation in the form of commissions for the purchase of insurance products. This creates a conflict of interest because Laura Bourbonnais can recommend products for which he can receive additional compensation, i.e. insurance. In recommending an insurance product, Laura Bourbonnais will always act in the client's best interest under his fiduciary duty. Clients are not obligated to use the Advisor or its representatives for insurance product services. Laura Bourbonnais will spend approximately 5% of his time on insurance-related activities. Located at 2501 Ranch Road 620 S Ste 110, Lakeway TX 78734

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-07
• S65 Uniform Investment Adviser Law Examination
  2014-08-23

Other Names

• Laura Ann Osmon
• Laura Ann Daniels
• Laura Bourbonnais