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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-15 |
| NE | RA | APPROVED | 2026-01-14 |
| CO | RA | APPROVED | 2026-01-13 |
| FL | RA | APPROVED | 2024-04-16 |
Branch Locations
999 Douglas Ave Ste 2216, Altamonte Springs, FL 32714 • 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 |
|---|---|---|---|---|
| Skyview Wealth Management, Llc | Longwood | FL | 07/2014 | 06/2018 |
| Skyview Wealth Management, Llc | Longwood | FL | 01/2013 | 12/2023 |
| 401K Generation | Lake Mary | FL | 03/2018 | 03/2019 |
| Cape Investment Advisory, Inc. | Altamonte Springs | FL | 03/2019 | 12/2023 |
| Financial Gravity Family Office Services, Llc. | Lakeway | TX | 12/2023 | Present |
SkyView Business Solutions, a non-investment related company as the Owner since 01/15/2022. Located at 999 Douglas Avenue Suite 2216,s Altamonte Springs, FL 32714. Helping businesses recover R & D tax incentives. Dedicating 20 hours per month 20 hours during trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 12/15/2023. 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 on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-11 |
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