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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2021 | 01/2024 |
| Thrivent Advisor Network Dba 49 Financial | Austin | TX | 01/2021 | 12/2022 |
| Texas A & M University | College Station | TX | 08/2017 | 05/2021 |
| Midland Classical Academy | Midland | TX | 08/2011 | 05/2017 |
| Pbex Llc | Midland | TX | 05/2017 | 08/2017 |
| Discovery Operating Inc | Midland | TX | 08/2017 | 08/2018 |
| Discovery Operating Inc | Midland | TX | 08/2018 | 08/2019 |
| Syntal Capital Partners Llc | Midland | TX | 08/2019 | 08/2020 |
| 49 Wealth Management | Austin | TX | 01/2024 | 05/2024 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 03/2025 | Present |
| Financial Gravity Enhanced Markets, Llc | Lakeway | TX | 05/2024 | Present |
Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 05/28/2024. 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. WCS 21 LLC, an investment related company as the Owner since August 2023. Located at 5602 Fenway Drive, Midland, TX. 79707. Focused on private deals managed by Todd Sparks, the manager. Dedicating 1 hour total a month with no day to day involvement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-13 |
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