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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-20 |
| FL | RA | APPROVED | 2026-01-16 |
| WA | RA | APPROVED | 2026-01-15 |
| CA | RA | APPROVED | 2026-01-14 |
| PA | RA | APPROVED | 2026-01-13 |
| NY | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED_RES | 2026-01-12 |
| MI | RA | APPROVED | 2022-06-03 |
| CO | RA | APPROVED | 2022-06-01 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Rochester, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisant Financial | Buffalo Grove | IL | 12/2012 | Present |
| Hochfelder & Weber, P.C. | Chicago | IL | 08/2014 | 12/2017 |
| Ameriprise Financial Services, Inc. | Lisle | IL | 01/2016 | 07/2018 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 06/2022 | Present |
| Taxlink Inc. | Chicago | IL | 01/2018 | 04/2018 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-21 |
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