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Current Employers
Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-14
  • TX RA
    APPROVED
    Since 2025-03-14

Branch Locations

Midland, TX • United States

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2021 → 01/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2021 → 12/2022
    Thrivent Advisor Network Dba 49 Financial
    Austin, TX
  • 08/2017 → 05/2021
    Texas A & M University
    College Station, TX
  • 08/2011 → 05/2017
    Midland Classical Academy
    Midland, TX
  • 05/2017 → 08/2017
    Pbex Llc
    Midland, TX
  • 08/2017 → 08/2018
    Discovery Operating Inc
    Midland, TX
  • 08/2018 → 08/2019
    Discovery Operating Inc
    Midland, TX
  • 08/2019 → 08/2020
    Syntal Capital Partners Llc
    Midland, TX
  • 01/2024 → 05/2024
    49 Wealth Management
    Austin, TX
  • 03/2025 → Present
    Lakeway, TX
  • 05/2024 → Present
    Financial Gravity Enhanced Markets, Llc
    Lakeway, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-12
S63 Uniform Securities Agent State Law Examination 2021-08-13
  • S65 Uniform Investment Adviser Law Examination
    2025-03-12
  • S63 Uniform Securities Agent State Law Examination
    2021-08-13
Other Names
  • Will Sparks

View on SEC IAPD

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