Thomas Ryan Williams

Employer firm

Financial Gravity Family Office Services, LLC CRD 316024

$590M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  Advisant Financial
  Buffalo Grove, IL
• 08/2014 → 12/2017
  Hochfelder & Weber, P.C.
  Chicago, IL
• 01/2016 → 07/2018
  Ameriprise Financial Services, Inc.
  Lisle, IL
• 06/2022 → Present
  Financial Gravity Family Office Services, Llc
  Lakeway, TX
• 01/2018 → 04/2018
  Taxlink Inc.
  Chicago, IL

Previous Registrations

• 2020-05-22 → 2022-07-09
  Triumph Capital Management
  Denver, CO
• 2016-05-23 → 2018-07-12
  Ameriprise Financial Services, Llc
  Buffalo Grove, IL
  Lisle, IL

Other Businesses

Advisant Financial LLC; Managing Partner; Investment related: No; 2483 Ashford Rochester Hills MI 48306 United States; Tax Planning and Compliance; Duties: Oversee day-to-day operations; Start date: 2012-12-01; Hours per month devoted to business during trading hours: 112; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 70. 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.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-21