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Current Employers
Financial Gravity Family Office Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-14
MO RA APPROVED 2021-09-13
  • TX RA
    APPROVED_RES
    Since 2021-09-14
  • MO RA
    APPROVED
    Since 2021-09-13

Branch Locations

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

618 N Maguire #1, Warrensburg, MO 64093 • 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
Bryan - Showers Agency, Llc Warresnsburg MO 11/2012 12/2024
Dean R. Specker, Cpa Warrensburg MO 10/2010 Present
Fr Investments Inc Dba Central Financial Services Warrensburg MO 07/2011 Present
Onpointe Advisory And Financial Services, Llc Petuma CA 01/2017 03/2018
Forta Financial Group, Inc Greenwood Villiage CO 09/2020 09/2021
Bernard Tax And Bookkeeping Warrensburg MO 09/2020 04/2023
Jacks Llc Odessa MO 02/2020 Present
Financial Gravity Family Office Services, Llc Lakeway TX 09/2021 Present
  • 11/2012 → 12/2024
    Bryan - Showers Agency, Llc
    Warresnsburg, MO
  • 10/2010 → Present
    Dean R. Specker, Cpa
    Warrensburg, MO
  • 07/2011 → Present
    Fr Investments Inc Dba Central Financial Services
    Warrensburg, MO
  • 01/2017 → 03/2018
    Onpointe Advisory And Financial Services, Llc
    Petuma, CA
  • 09/2020 → 09/2021
    Forta Financial Group, Inc
    Greenwood Villiage, CO
  • 09/2020 → 04/2023
    Bernard Tax And Bookkeeping
    Warrensburg, MO
  • 02/2020 → Present
    Jacks Llc
    Odessa, MO
  • 09/2021 → Present
    Lakeway, TX
Previous Registrations
  • 2020-10-01 → 2021-10-04
    Forta Financial Group, Inc.
    Warrensburg, MO
    Greenwood Village, CO
  • 2018-08-03 → 2020-09-22
    Warrensburg, MO
  • 2017-01-12 → 2017-11-10
    Onpointe Advisory And Financial Services, Llc
    Warrensburg, MO
    Petaluma, CA
Other Businesses

(1) FR Investment Inc. DBA Central Financial Services - Non-investment Related - 618 N. Maguire #1 Warrensburg, MO 64093 - Office Manager, Board of Directors, and 50% Shareholder - Start date 07/2011 - Provides Accounting, Payroll, Income Tax Preparation, Life and Health Insurance, and Fixed Index Annuities. Dedicating 5-10 hours a week. (2) Dean R. Specker, CPA - Non-investment related - 618 N. Maguire #1, Warrensburg, MO 64093 - Self-employed CPA - Start date of 04/2010 - Prepares financial reviews for private companies. Dedicates 30 hours per month. (3) Jacks LLC - Non-Investment related - 618 N. Maguire #1, Warrensburg, MO 64093 - Online merchandise sales as a sole proprietor - Start date 02/2020. Dedicates 2 to 5 hours per week. (4) Financial Gravity Enhanced Markets, LLC, as an Independent Agent 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 to insurance-related activities. Conflict of interest due to additional compensation on these products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-29
  • S65 Uniform Investment Adviser Law Examination
    2016-11-29

View on SEC IAPD

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