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Employer firm

Financial Gravity Family Office Services, LLC CRD 316024

$590M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-02-09
TX RA APPROVED 2022-02-09
  • LA RA
    APPROVED
    Since 2022-02-09
  • TX RA
    APPROVED
    Since 2022-02-09

Branch Locations

New Orleans, LA • United States

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Gravity Family Office Services, Llc Lakeway TX 02/2022 Present
Brakke Cpa, Pllc Conroe TX 01/2021 Present
U.S. Coast Guard New Orleans LA 03/2015 03/2021
Other Businesses

Brakke CPA, PLLC a non-investment related company as a Tax Accountant providing tax preparation services. Located at 12535 Longmire, Lakeview Conroe, TX. 77304 Dedicating 80 hours per month and 60 hours during security trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-18
  • S65 Uniform Investment Adviser Law Examination
    2022-01-18

View on SEC IAPD

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