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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-11 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
1172 San Pablo Avenue #102, Berkley, CA 94706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Cpa Plus | Redwood City | CA | 01/2016 | Present |
| New Home Professional | Dublin | CA | 01/2017 | 12/2017 |
| Avantax Advisory Services | Redwood City | CA | 09/2021 | 12/2022 |
| Anchor Row Consulting & Management Inc. | Richmond | CA | 10/2016 | Present |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 01/2024 | Present |
Bay CPA Plus, a non-investment related company as the CEO since 01/2016. Located at 303 Twin Dolphin Drive, #600, Redwood City, CA. 94065. This is a public accounting/tax practice for which I provide client services, manage people and deal with government agencies. Dedicating 160 hours per month, and 160 hours during trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 12/04/2023. 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 her time on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-20 |
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