Timothy Scott Terry

Employer firm

Financial Gravity Family Office Services, LLC CRD 316024

$590M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2020-09-03

Other Names

• Scott Terry