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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 | 2025-02-28 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Austin, TX • United States
11651 Jollyville Road Suite 300, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-18 |
Branch Locations
11651 Jollyville Road Suite 300, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace Capital Management, Llc | Austin | TX | 08/2022 | 02/2025 |
| Unemployed | Austin | TX | 03/2022 | 08/2022 |
| Ark Financial | Austin | TX | 11/2021 | 03/2022 |
| Unemployed | Austin | TX | 09/2021 | 11/2021 |
| Artemis Capital Management | Austin | TX | 10/2017 | 09/2021 |
| Sali Fund Services | Austin | TX | 05/2015 | 10/2017 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 02/2025 | Present |
Huntress Wealth, a non-investment related company as an Independent Financial Coach providing relational, non-advisory coaching sessions not qualifying as formal financial advice and paid hourly per session since 08/01/2025. Located at 8906 Roxborough Street, Austin, TX. 78729. Dedicating 5 hours per month 0 hours during trading hours. 5% of total yearly compensation expected to be derived from the business. For more information, contact Ysenia Rhodes or visit www.huntresswealth.com
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
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