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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-05 |
| NV | RA | APPROVED | 2026-01-05 |
| CO | RA | APPROVED | 2021-09-21 |
| TX | RA | APPROVED | 2021-09-21 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
1745 Shea Center Drive, Suite 432, Highlands Ranch, CO 80129 • 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 |
|---|---|---|---|---|
| Forta Financial Group | Englewood | CO | 10/2021 | 11/2021 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 09/2021 | Present |
| Kingswood Capital Partners, Llc | San Diego | CA | 11/2021 | 12/2022 |
| Presidential Brokerage, Inc | Englewood | CO | 02/1994 | 10/2021 |
Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 08/31/2021. 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 his time on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-23 |
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