Brian Lang

Current Employers

Employment History

• 11/2015 → 12/2018
  Profit Foundy, Llc
  Austin, TX
• 01/2019 → Present
  Austin Executive Tax, Llc
  Austin, TX
• 01/2019 → Present
  Upside Cfo Services, Llc
  Austin, TX
• 04/2021 → 02/2023
  Upside Financial Llc
  Austin, TX
• 02/2023 → Present
  Financial Gravity Family Office Services, Llc
  Lakeway, TX
• 01/2013 → Present
  Appleton Group Investments One
  Austin, TX

Previous Registrations

• 2021-06-01 → 2023-02-03
  Upside Financial
  Austin, TX

Other Businesses

Appleton Group Investments One, a non-investment-related business located at 7213 Vicenza Drive, Austin TX 78739 as the Owner, and Manager of rental properties since January 2013 dedicating 10 hours per month and 10 hours during securities trading hours. Austin Executive Tax. LLC a non-investment-related business located at 7213 Vicenza Drive, Austin TX 78739 as the CEO & Tax Planning/Preparer since January 2019 performing tax planning and preparation needs dedicating 60 hours per month and 60 hours during securities trading hours. Upside CFO Services, LLC a non-investment-related business located at 7213 Vicenza Drive, Austin TX 78739 as the CEO providing primary tax strategy and managing the operations of the company since January 2019 dedicating 60 hours per month and 60 hours during securities trading hours. Financial Gravity Enhanced Markets, LLC, and investment related company 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-12