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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
| AR | RA | APPROVED | 2026-01-12 |
| CA | RA | APPROVED | 2026-01-12 |
| MO | RA | APPROVED | 2026-01-12 |
| NV | RA | APPROVED | 2026-01-12 |
| NC | RA | APPROVED | 2026-01-12 |
| OR | RA | APPROVED | 2026-01-12 |
| PA | RA | APPROVED | 2026-01-12 |
| CO | RA | APPROVED | 2024-02-05 |
| NM | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED_RES | 2023-03-06 |
Branch Locations
Highlands Ranch, CO • 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 |
|---|---|---|---|---|
| Steven P Margulin Cpa Pc | Albuquerque | NM | 09/1989 | Present |
| Centaurus Financial Inc | Albuquerque | NM | 04/2003 | 07/2018 |
| Cwm, Llc | Omaha | NE | 07/2018 | 03/2023 |
| Trusted Advisor/Trusted Team, Llc Dba Retirement Extender® | Albuquerque | NM | 02/2013 | 01/2019 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 03/2023 | Present |
(1) Steven P. Margulin is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Certified Public Accountant (CPA). From time to time, he will offer clients advice or products from any of these activities. Financial Gravity Family Office Services, LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any Representative of Financial Gravity Family Office Services, LLC in their capacity as an Accountant or as a Financial Advisor. Steven Margulin will spend approximately 50-70% monthly providing these services. (2) Steven P. Margulin an investment related company as an Insurance Agent selling fixed insurance and/or fixed annuities since 09/30/1993. Located at 7301 Jefferson Street NE Ste B, Albuquerque, NM. 87109. Dedicating 5% of his time on insurance-related activities. (3) Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 03/03/2023. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
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