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201 Roper Creek Drive, Greenville, SC 29615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-02-28 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| The Tax Advisory Group Llc | Greenville | SC | 04/2003 | Present |
| Financial Gravity & Financial Gravity Family Offices | Austin | TX | 01/2016 | 02/2022 |
| Idle Hill Advisors Llc | Greenville | SC | 02/2022 | Present |
| Investments Made Easy Llc | Greenville | SC | 07/2018 | Present |
| Insurance Made Easy Llc | Greenville | SC | 07/2018 | Present |
| Exceptional Planning Llc | Greenville | SC | 12/2025 | Present |
1.Insurance Made Easy, LLC; Investment-related; Greenville, SC; Annuity, life insurance and Medicare insurance; Owner & Insurance Agent; Started 07/2018; 2.Investments Made Easy, LLC; Not investment-related; Greenville, SC; Holding company; Managing Member; Started 07/2018; Entity used for administrative purposes; 3.The Wealth Training Academy LLC; Not investment-related; Greenville, SC; Marketing Services for businesses; Associate; Started 11/2019; 4.The Tax Advisory Group, LLC; Not investment-related; Greenville, SC; Tax planning and tax preparation; Co-owner; Started 04/2003; 5.Exceptional Planning LLC; Investment-related; Greenville, SC; Managing member of the partnership; Co-Owner; Started 12/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-01 |
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