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2501 Ranch Road 620 S Ste. 110, Austin, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
| CO | RA | APPROVED | 2026-01-30 |
| FL | RA | APPROVED | 2026-01-30 |
| IL | RA | APPROVED | 2026-01-30 |
| MD | RA | APPROVED | 2026-01-30 |
| MI | RA | APPROVED | 2026-01-30 |
| NE | RA | APPROVED | 2026-01-30 |
| NV | RA | APPROVED | 2026-01-30 |
| SC | RA | APPROVED | 2026-01-30 |
| WI | RA | APPROVED | 2026-01-30 |
| VA | RA | APPROVED | 2023-12-04 |
| IN | RA | APPROVED | 2023-10-17 |
| AZ | RA | APPROVED | 2023-10-13 |
| LA | RA | APPROVED | 2023-08-29 |
| MO | RA | APPROVED | 2023-08-29 |
| NM | RA | APPROVED | 2023-08-29 |
| OH | RA | APPROVED | 2023-08-29 |
| PA | RA | APPROVED | 2023-08-29 |
| NY | RA | APPROVED | 2023-08-28 |
| NC | RA | APPROVED | 2023-08-28 |
| TX | RA | APPROVED_RES | 2019-12-04 |
Branch Locations
2501 Ranch Road 620 S Ste. 110, Austin, TX 78734 • United States
Las Vegas, NV • United States
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED | 2021-09-22 |
Branch Locations
Las Vegas, NV • 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 |
|---|---|---|---|---|
| Eqis Capital Management | Oakbrook Terrace | IL | 06/2003 | 01/2018 |
| Forta Financial Group, Inc. | Greenwood Village | CO | 01/2018 | 09/2021 |
| Financial Gravity Asset Management, Inc | Lakeway | TX | 12/2019 | Present |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 09/2021 | Present |
Chief Investment Officer & Investment Advisor Representative of Financial Gravity Asset Management, Inc a Turnkey Asset Management Program in Lakeway, TX - Start Date 12/2019. Dedicating 160 hours a month, 50+ during trading hours. Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-09 |
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