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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
39899 Balentine Drive Suite 325, Newark, CA 94560 • United States
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kimberly J Perry, Cpa | Newark | CA | 09/2001 | Present |
| Horter Investment Management | Cincinnati | OH | 12/2018 | 01/2022 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 01/2022 | Present |
Kimberly J Perry, CPA a non-investment related company providing accounting payroll, tax preparation, and consulting services since 09/2001. Located at 39899 Balentine Drive Suite 325, Newark, CA 94560. Dedicating 180 hours a month, 3 hours during trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 03/04/2022. 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 her time on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-10 |
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