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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-15 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • 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, Inc. | San Rafael | CA | 06/2012 | 11/2017 |
| Presidential Brokerage, Inc. | Greenwood Village | CO | 12/2017 | 08/2019 |
| Kestra Financial, Inc. | Austin | TX | 08/2019 | 04/2020 |
| Forta Financial Group, Inc. | Greenwood Village | CO | 04/2020 | 10/2021 |
| Fg Asset Management, Inc. | Allen | TX | 04/2020 | 12/2022 |
| Financial Gravity Family Office Services, Llc | Austin | TX | 09/2021 | 12/2022 |
| Kingswood Capital Partners, Llc | San Diego | CA | 11/2021 | 12/2022 |
| 49 Wealth Management | Austin | TX | 01/2023 | 04/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2023 | 01/2024 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 01/2024 | 04/2024 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 04/2024 | Present |
| Kingswood Capital Partners | Lakeway | TX | 06/2024 | 11/2024 |
Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 04/15/2024. 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 her time on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-06 |
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