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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-12-08 |
| CO | RA | APPROVED | 2021-09-10 |
| TX | RA | APPROVED | 2021-09-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Presidential Brokerage, Inc | Greenwood Village | CO | 11/2010 | 10/2021 |
| Financial Gravity Family Office Services Llc | Austin | TX | 09/2021 | Present |
| Kingswood Capital Partners, Llc | San Diego | GA | 12/2021 | 12/2022 |
| Forta Financial Group, Inc. | Lakeway | TX | 02/2012 | 09/2021 |
| Forta Financial Group, Inc. | Lakeway | TX | 01/2011 | 12/2021 |
Financial Gravity Enhanced Markets, LLC, as an Independent Agent 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 | 2011-04-09 |
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