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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Hewlett Packard Enterprise | Austin | TX | 11/2015 | 04/2017 |
| Axa Advisors, Llc | Austin | TX | 04/2017 | 11/2019 |
| Triad Advisors | Norcross | GA | 12/2019 | 12/2022 |
| Grace Capital Management, Llc | Austin | TX | 12/2019 | 02/2025 |
| Dai Securities, Llc | Atlanta | GA | 01/2023 | 02/2025 |
| Financial Gravity Family Office Services, Llc | Lakewat | TX | 02/2025 | Present |
Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 02/28/2025. 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 | 2017-05-17 |
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