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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
GA RA APPROVED 2024-02-15
  • GA RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2007 → Present
    Paragon Accounting & Tax Solutions, Llc
    Woodstock, GA
  • 08/2015 → 12/2023
    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
  • 01/2024 → Present
    Lakeway, TX
Previous Registrations
  • 2015-09-09 → 2023-12-31
    Avantax Advisory Services
    Woodstock, GA
  • 2010-04-15 → 2013-09-05
    Woodstock Financial Group, Inc.
    Woodstock, GA
    Woodstock, GA
  • 2007-11-07 → 2008-04-25
    1St Global Advisors Inc
    Kennesaw, GA
  • 2005-08-23 → 2005-12-09
    Peachtree Planning Advisors, Inc.
    Atlanta, GA
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-15
  • S66 Uniform Combined State Law Examination
    2005-06-15
Other Names
  • John Thomas Drawdy
  • John Thomas Drawdy
  • John Thomas Drawdy
  • John Thomas Drawdy

View on SEC IAPD

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