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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-12 |
| CA | RA | APPROVED | 2021-09-13 |
| TX | RA | APPROVED | 2021-09-13 |
Branch Locations
28991 Old Town Front Street Suite 206, Temecula, CA 92590 • 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 |
|---|---|---|---|---|
| Intelligent Tax Solutions Inc | Temecula | CA | 11/2009 | Present |
| Forta Financial Group, Inc | Greenwood Village | CO | 06/2021 | 09/2021 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 09/2021 | Present |
Vice President of Intelligent Tax Solutions, Inc since November 2009. Non- Investment Related. Located at 28991 Old Town Front St Suite 206, Temecula, CA. Tax Advisory Services including tax planning, tax consulting and tax preparation.. Number of hours varies throughout the year - average at 25 per week in slow season, and 45 per week during tax season. 4 hours, 3 Days a week during trade hours. 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 | 2021-06-02 |
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