Marc David Orourke

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED	2023-01-04

Branch Locations

Novato, CA • United States

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

Organization	City	State	From	To
Wrapmanager, Inc.	San Francisco	CA	07/2016	08/2017
Broxton Capital Advisors	Los Angeles	CA	01/2018	11/2018
Retired	Novato	CA	09/2017	12/2017
Paulson Investment Company, Llc	San Francisco	CA	11/2018	04/2020
Paulson Investment Advisors Llc	San Francisco	CA	12/2018	04/2020
Sofos Investments, Inc.	Allen	TX	05/2020	09/2021
Forta Financial Group, Inc.	Denver	CO	05/2020	09/2021
Financial Gravity Asset Management, Inc	Lakeway	TX	09/2021	01/2023
Financial Gravity Family Office Services, Llc	Lakeway	TX	01/2023	Present

2020-05-08 → 2023-01-04

Financial Gravity Asset Management, Inc.

Novato, CA

Austin, TX
2021-05-24 → 2021-10-04

Forta Financial Group, Inc.

Austin, TX

Novato, CA
2018-12-03 → 2020-05-04

Paulson Investment Company Llc

Walnut Creek, CA
2020-02-19 → 2020-05-04

Paulson Investment Advisors, Llc

Portland, OR
2018-01-04 → 2018-11-30

Broxton Capital Advisors

Los Angeles, CA

Old San Juan, PR
2016-07-26 → 2017-08-22

Assembly Wealth

Mill Valley, CA
2012-10-17 → 2016-05-10

Freedom Investment Management, Inc.

South Windsor, CT
2010-01-12 → 2011-01-03

Willow Creek Wealth Management, Inc.

Sebastopol, CA
2007-04-25 → 2009-11-19

Bell Investment Advisors Inc

Santa Rosa, CA

Orinda, CA
2003-09-18 → 2007-03-19

Hoefer & Arnett Capital Management, Inc.

San Francisco, CA
2001-03-15 → 2002-09-18

Dws Investment Management Americas, Inc.

San Francisco, CA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2018-12-18
S66	Uniform Combined State Law Examination	1998-10-01

Other Firms