Timothy Scott Terry

Current Employers

Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2023-08-22
TX	RA	APPROVED	2021-09-12

LA RA
APPROVED

Since 2023-08-22
TX RA
APPROVED

Since 2021-09-12

Branch Locations

11015 Northpointe Blvd. Ste A, Tomball, TX 77375 • United States

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tst Accounting Llc	Tomball	TX	06/2015	Present
Forta Financial Group, Inc.	Lakeway	TX	09/2020	09/2021
Financial Gravity Family Office Services, Llc	Lakeway	TX	09/2021	Present

06/2015 → Present

Tst Accounting Llc

Tomball, TX
09/2020 → 09/2021

Forta Financial Group, Inc.

Lakeway, TX
09/2021 → Present

Financial Gravity Family Office Services, Llc

Lakeway, TX

Previous Registrations

2020-10-01 → 2021-10-04

Forta Financial Group, Inc.

Tomball, TX

Greenwood Village, CO

Other Businesses

New Day Tax Resolution, INC - non-investment related - 11015 Northpointe Blvd, STE A, Tomball, TX 77375 - Tax Resolution Services, CEO since July 2016 - 5 hours/month - Trading hours - 5 hours/month. TST Accounting LLC - non-investment related - 11015 Northpointe Blvd, STE A, Tomball, TX 77375 - CPA Firm, Managing Member since 2010 - 140hours / month - Trading Hours 134 hours/month. STDK Investments LLC - non-investment related - 11015 Northpointe Blvd, STE A, Tomball, TX 77375 - Commercial property rental - Partner since Aug 2018 - ~1hr/month - Trading Hours 1hr/month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-09-03

S65 Uniform Investment Adviser Law Examination

2020-09-03

Other Names

Scott Terry

View on SEC IAPD