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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-10 |
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 |
|---|---|---|---|---|
| All City Financial Group | Greenwood Village | CO | 10/2002 | Present |
| Forta Financial Group, Inc. | Greenwood Village | CO | 09/2008 | 12/2021 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 09/2021 | Present |
| Kingswood Capital Partners, Llc | Stockbridge | GA | 11/2021 | 11/2024 |
| Forta Financial Group, Inc. | Lakeway | TX | 11/2008 | 09/2021 |
All City Financial Group Mortgage Broker & Real Estate a non-investment related company as a Senior Loan Officer and Broker Associate providing mortgage and real estate needs part-time, as needed and hours fluctuate. Located at 1745 Shea Center Drive #400, Highlands Ranch CO 80129. Gradum GSwing, a non-investment related company as an Investor-Franchisee since 11/01/2023 Located at 6775 SW 81st St Unit 6 Miami FL 33143. Dedicating 20 hours per month, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-02 |
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