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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-02-09 |
| TX | RA | APPROVED | 2022-02-09 |
Branch Locations
New Orleans, LA • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-18 |
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