Best Investors
Account
Sign in
Best Investors
Account
Sign in
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-17 |
Branch Locations
Clark & Cassidy 312 E Branch Street, Arroyo Grande, CA 93420 • 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 |
|---|---|---|---|---|
| Clark & Cassidy | Arroyo Grande | CA | 12/2013 | Present |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 09/2021 | Present |
Clark & Cassidy a non-investment related business located at 312 E. Branch Street, Arroyo Grande, CA. 93420 as the President since 12/2013 providing accounting and tax services dedicating 200 hours per month during tax season and 60 hours per month during the off season and 120 hours during tax season and securities trading hours and 60 hours per month during the off season and securities trading 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 | 2021-09-04 |
Reach out to this advisor