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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-27 |
| NV | RA | APPROVED | 2026-01-14 |
| NY | RA | APPROVED | 2026-01-12 |
| CA | RA | APPROVED | 2024-10-11 |
| NM | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED | 2021-09-15 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eqis Capital Management, Inc. | San Rafael | CA | 06/2015 | 10/2017 |
| Na | Na | CA | 10/2017 | 03/2018 |
| Eckhoff Wealth Management | San Rafael | CA | 03/2018 | 06/2019 |
| Financial Gravity Companies, Inc. | Lakeway | TX | 06/2019 | 11/2021 |
| Forta Financial Group, Inc. | Lakeway | TX | 01/2020 | 11/2021 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 10/2021 | Present |
| Financial Gravity Family Office Services | Lakeway | TX | 08/2022 | Present |
| Forta Financial Group, Inc. | Lakeway | TX | 11/2020 | 10/2021 |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
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