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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-15 |
Branch Locations
111 Towne Lake Parkway Suite 110, Woodstock, GA 30188 • United States
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paragon Accounting & Tax Solutions, Llc | Woodstock | GA | 10/2007 | Present |
| Avantax Investment Services, Inc. | Woodstock | GA | 08/2015 | 12/2023 |
| Avantax Insurance Agency, Llc | Woodstock | GA | 08/2015 | 12/2023 |
| Avantax Advisory Services | Woodstock | GA | 08/2015 | 12/2023 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 01/2024 | Present |
(1) Paragon Accounting & Tax Solutions a non-investment-related company as a CPA since 01/01/2013. Located at 111 Towne Lake Parkway, Suite 110, Woodstock GA 30188. Providing tax preparation, accounting, bookkeeping, payroll, cash flow management, and tax preparation services, Dedicating 100 hours a month, 80 hours during trading hours. (2) Paragon Payroll Solutions, LLC. a non-investment-related company as the Owner since 01/01/2021 Located at 111 Towne Lake Parkway, Suite 110, Woodstock GA 30188. A payroll company. Dedicating 0 hours a month, 0 hours during trading hours. (3) Financial Gravity Enhanced Markets, LLC, an investment-related company as an Independent Agent since 12/15/2023. 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 his time on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-15 |
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